Robert Revels, financial advisor Durham NC
90 score

Robert Revels

CRD Number: 6112647
Current Firm: Secrest Blakey & Associates, LLC

Robert Revels (CRD# 6112647) is an Investment Advisor Representative working at Secrest Blakey & Associates, LLC in Durham, NC and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Secrest Blakey & Associates, LLC Durham, NC Sep 2013 - Current 3
Southeast Financial Group, Inc. Durham, NC Nov 2012 - Current 3
Lpl Financial LLC Durham, NC Sep 2012 - Current 4
Lpl Financial LLC Durham, NC Oct 2012 - Sep 2013 < 1
Secrest Blakey & Associates LLC Durham, NC Nov 2012 - Jul 2013 < 1
North Carolina State University Raleigh, NC Aug 2011 - Jul 2012 < 1
North Carolina State University Raleigh, NY Jun 2004 - Jul 2012 8
United States Army Various, NY Jun 2004 - Jul 2011 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2012
Contact Info for Robert W. Revels
Phone Number: 919-544-0500
Firm Website:
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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