Robert Rathbun, financial advisor Dallas TX
93 score

Robert Rathbun

CRD Number: 1018350
Current Firm: Argentus Advisors, LLC

Robert Rathbun (CRD# 1018350) is an Investment Advisor Representative working at Argentus Advisors, LLC in Dallas, TX and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Feb 2014 - Current 2
Argentus Advisors Dallas, TX May 2010 - Current 6
Argentus Securities Dallas, TX May 2010 - Feb 2014 3
Wachovia Securities, LLC Amarillo, TX Jan 2008 - May 2010 2
Wachovia Securities, LLC Amarillo, TX Jan 2008 - May 2010 2
A. G. Edwards & Sons, Inc. Amarillo, TX Jul 1986 - May 2010 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1981
Contact Info for Robert P. Rathbun
Phone Number: 972-663-4300
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    339
    MILLIONS
  • Total Number of Accounts
    1,595
    ACCOUNTS
  • Average Account Value
    $212,410
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KS, LA, MA, MI, MN, MS, MT, NC, NE, NJ, NV, NY, OH, OK, OR, PA, PR, SC, TN, TX, VA, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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