Robert Anthony (CRD# 2745464) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Houston, TX and has over 27 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| B. Riley Wealth Advisors, Inc. | Memphis, TN | Jul 2022 - Current | 1 |
| B.riley Wealth Management, Inc. | Memphis, TN | Sep 2020 - Current | 3 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1996 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1996 |
- TN
- TX
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Total Assets Under Management7,645MILLIONS
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Total Number of Accounts20,038ACCOUNTS
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Average Account Value$381,538
- 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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