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 3 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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.