Robert Williamson (CRD# 3105008) is an Investment Advisor Representative working at First Command Advisory Services in Fort Worth, TX and has over 17 years of experience in the finance industry.
CRD# 1255317
Sagepoint Financial, Inc.
CRD# 2754150
Charles Schwab & Company, Inc.
CRD# 5076833
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Command Financial Services, Inc. | Fort Worth, TX | Jul 2019 - Current | 3 |
| Hd Vest Advisory Services | Irving, TX | Jul 2015 - Jun 2019 | 3 |
| H.d. Vest Investment Securities, Inc. | Irving, TX | Aug 1998 - Jun 2019 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2005 |
| S65 | NASAA Investment Advisors Law Examination | May 2015 |
- TX
-
Total Assets Under Management15,725MILLIONS
-
Total Number of Accounts105,424ACCOUNTS
-
Average Account Value$149,159
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, VT, WA, WI, WV, WY
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