Robert BuchananCRD Number: 6113155
Current Firm: Principal Securities, Inc.
Robert Buchanan (CRD# 6113155) is an Investment Advisor Representative working at Principal Securities, Inc. in Houston, TX and has over 5 years of experience in the finance industry.
The Goff Financial Group
Linscomb & Williams
Hill Investment Group
|Princor Financial Services||Houston, TX||Mar 2016 - Current||2|
|Principal Life Insurance||Houston, TX||Feb 2016 - Current||2|
|American Funds||San Antonio, TX||Aug 2012 - Feb 2016||3|
|Capital Group||San Antonio, TX||Aug 2012 - Feb 2016||3|
|Univeristy Of Texas||Austin, TX||Aug 2011 - Aug 2012||1|
|Forester Group||Austin, TX||May 2011 - Aug 2011||< 1|
|Austin High School||Austin, TX||Aug 2002 - Aug 2011||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2012|
|S65||NASAA Investment Advisors Law Examination||Jun 2013|
Total Assets Under Management1,916MILLIONS
Total Number of Accounts17,630ACCOUNTS
Average Account Value$108,691
- 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
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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