Richard Grbac (CRD# 228224) is an Investment Advisor Representative working at Strategic Advisory Services, LLC in Houston, TX and has over 41 years of experience in the finance industry. Richard Grbac 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.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Strategic Advisory Services, LLC | Houston, TX | Sep 2014 - Current | 9 |
| Strategic Advisory Services, LP | Houston, TX | Mar 2004 - Dec 2017 | 13 |
| The Strategic Group, LP | Houston, TX | Mar 2004 - Dec 2017 | 13 |
| Viking 1082, Gp, LLC | Houston, TX | Mar 2004 - Dec 2017 | 13 |
| Invest Financial Corporation | Houston, TX | Nov 2005 - Aug 2014 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1982 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- LA
- TX
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Total Assets Under Management151MILLIONS
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Total Number of Accounts389ACCOUNTS
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Average Account Value$388,771
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
LA, TX
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