Robert TheodoreCRD Number: 6346518
Current Firm: Global View Investment Advisors, LLC
Robert Theodore (CRD# 6346518) is an Investment Advisor Representative working at Global View Investment Advisors, LLC in Greenville, SC and has 1 year of experience in the finance industry. Robert Theodore has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Erisa Plan Services Inc.
Eagle Strategies LLC
Securities America Advisors, Inc.
|Robert T Theodore, Cpa||Greenville, SC||Aug 2010 - Current||6|
|Billhorn Paper Corporation||Greenville, SC||Feb 2010 - Jul 2010||< 1|
|Us&s, Inc.||Greenville, SC||Jan 2009 - Jan 2010||1|
|Self Employed||Greenville, SC||Jul 2008 - Jan 2009||< 1|
|Milestone Custom Homes, Inc.||Greenville, SC||Apr 2007 - Jul 2008||1|
|Hood Packaging Corporation||Spartanburg, SC||Jan 2004 - Mar 2007||3|
Total Assets Under Management155MILLIONS
Total Number of Accounts1,055ACCOUNTS
Average Account Value$146,574
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, GA, LA, NC, SC, TX