Robert Filmore (CRD# 6002532) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Scottsdale, AZ and has over 11 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale, AZ | Mar 2021 - Current | 3 |
| Usaa Investment Services Company | Phoenix, AZ | Mar 2020 - Mar 2021 | 1 |
| Millennium | Phoenix, AZ | Mar 2020 - Mar 2021 | 1 |
| Usaa Financial Advisors Inc. | Phoenix, AZ | Mar 2020 - Jun 2020 | < 1 |
| Woodbury Financial Services Inc. | Peoria, AZ | Nov 2019 - Feb 2020 | < 1 |
| Phoenix Financial Group | Peoria, AZ | Nov 2019 - Feb 2020 | < 1 |
| Valic Financial Advisors, Inc. | Peoria, AZ | Apr 2018 - Nov 2019 | 1 |
| H&r Block | Glendale, AZ | Oct 2017 - Apr 2018 | < 1 |
| Aml Rightsource | Phoenix, AZ | Jan 2018 - Mar 2018 | < 1 |
| Lpl Financial LLC | Glendale, AZ | Nov 2014 - Aug 2017 | 2 |
| Credit Union West | Glendale, AZ | Nov 2014 - Aug 2017 | 2 |
| Windsor Capital Management, LLC | Phoenix, AZ | Mar 2014 - Oct 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2012 |
| S65 | NASAA Investment Advisors Law Examination | May 2014 |
- AZ
- TX
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Total Assets Under Management333,067MILLIONS
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Total Number of Accounts804,462ACCOUNTS
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Average Account Value$414,024
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, WY
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