Robert WelbornCRD Number: 6046099
Current Firm: Kms Financial Services, Inc.
Robert Welborn (CRD# 6046099) is an Investment Advisor Representative working at Kms Financial Services, Inc. in Granbury, TX and has over 5 years of experience in the finance industry.
Robert W. Baird & Company Incorporated
Phillips Ray Capital Management, Inc.
Cambridge Investment Research Advisors, Inc.
|Kms Financial Services, Inc.||Seattle, WA||Jul 2016 - Current||1|
|Legacy Financial Group||Granbury, TX||Jun 2000 - Current||17|
|Horter Investment Management, LLC||Cincinnati, OH||Mar 2012 - Jul 2016||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2012|
Total Assets Under Management5,174MILLIONS
Total Number of Accounts24,587ACCOUNTS
Average Account Value$210,434
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV