Robert Simpton (CRD# 4547249) is an Investment Advisor Representative working at Redfish Capital in Cypress, TX and has over 21 years of experience in the finance industry. Robert Simpton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Redfish Capital Management LLC | Cypress, TX | May 2023 - Current | < 1 |
| Redfish Insurance Services LLC | Cypress, TX | Nov 2022 - Current | 1 |
| Robert Simpton, Sole Proprietor | Cypress, TX | Jan 2010 - Current | 14 |
| Scf Investment Advisors, Inc. | Fresno, CA | Jul 2017 - May 2023 | 5 |
| Scf Securities, Inc. | Fresno, CA | Jul 2017 - May 2023 | 5 |
| Robert Simpton, Sole Proprietor | Cypress, TX | Oct 2002 - Nov 2022 | 20 |
| Wfg Investments, Inc. | Bryan, TX | Jan 2015 - Aug 2017 | 2 |
| Wfg Advisors, LP | Bryan, TX | Jan 2015 - Aug 2017 | 2 |
| Securities America, Inc. | Bryan, TX | Aug 2008 - Dec 2014 | 6 |
| Securities America Advisors, Inc. | Bryan, TX | Aug 2008 - Dec 2014 | 6 |
| Everbank | Quincy, MA | Nov 2004 - Dec 2014 | 10 |
| Robert Simpton - Advisory | Bryan, TX | Aug 2004 - Dec 2014 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2002 |
- LA
- TX
-
Total Assets Under Management72MILLIONS
-
Total Number of Accounts352ACCOUNTS
-
Average Account Value$205,114
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
LA, TX
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