Robert AnthonyCRD Number: 2745464
Current Firm: B Riley Wealth Management
Robert Anthony (CRD# 2745464) is an Investment Advisor Representative working at B Riley Wealth Management in Houston, TX and has over 26 years of experience in the finance industry.
The Goff Financial Group
Avidian Wealth Solutions, LLC
Nxt:gen Financial Planning
|B. Riley Wealth Advisors, Inc.||Memphis, TN||Jul 2022 - Current||< 1|
|B.riley Wealth Management, Inc.||Memphis, TN||Sep 2020 - Current||2|
|J.p. Morgan Securities LLC||Houston, TX||Oct 2012 - Sep 2020||7|
|Cypress Ranch High Sch Athletic Booster Club||Cypress, TX||Aug 2012 - Jul 2015||2|
|Chase Investment Services Corp.||New York, NY||Mar 1999 - Oct 2012||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1996|
|S65||NASAA Investment Advisors Law Examination||Jul 1996|
Total Assets Under Management4,119MILLIONS
Total Number of Accounts9,621ACCOUNTS
Average Account Value$428,109
- 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)
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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