Robert WilsonCRD Number: 6290057
Current Firm: Transamerica Retirement Advisors, LLC
Robert Wilson (CRD# 6290057) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Austin, TX and has over 2 years of experience in the finance industry.
C.m.bidwell & Associates Ltd
Wall Street Financial Group, Inc.
Afam Capital, Inc.
|Transamerica Retirement Solutions||Austin, TX||Apr 2015 - Current||2|
|Transamerica Investors Securities Corporation||Austin, TX||Apr 2015 - Current||2|
|Charles Schwab & Company, Inc.||Austin, TX||Jan 2014 - Mar 2015||1|
|Velocity Electronics||Austin, TX||Jul 2013 - Jan 2014||< 1|
|Soccerplex Cedar Park||Cedar Park, TX||Sep 2011 - Jun 2013||1|
|Embassy Suites||San Marcos, TX||Oct 2010 - Mar 2012||1|
|Hilton Garden Inn||New Braunfels, TX||Aug 2010 - Nov 2010||< 1|
|Hampton Inn||Seguin, TX||Apr 2010 - Sep 2010||< 1|
|Texas State University||San Marcos, TX||Sep 2007 - Apr 2010||2|
|Telenetwork, Inc.||San Marcos, TX||Apr 2009 - Mar 2010||< 1|
|Conley Car Wash||San Marcos, TX||Aug 2008 - Mar 2009||< 1|
|Doubletree Hotel||Austin, TX||Feb 2008 - Sep 2008||< 1|
|Crate And Barrell||San Marcos, TX||May 2007 - Aug 2007||< 1|
|Texas State University||San Marcos, TX||Sep 2006 - Apr 2007||< 1|
|Mangia Pizza||Austin, TX||May 2006 - Aug 2006||< 1|
|Lifetime Fitness||Austin, TX||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2014|
Total Assets Under Management3,536MILLIONS
Total Number of Accounts1,013ACCOUNTS
Average Account Value$3,490,703
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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