Robert Buchanan, financial advisor Houston TX
90 score

Robert Buchanan

CRD 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 4 years of experience in the finance industry.

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Company Name Location Dates Years
Princor Financial Services Houston, TX Mar 2016 - Current < 1
Principal Life Insurance Houston, TX Feb 2016 - Current < 1
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
Contact Info for Robert M. Buchanan
Phone Number: 888-774-6267
Firm Website: http://www.principal.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,622
    MILLIONS
  • Total Number of Accounts
    15,486
    ACCOUNTS
  • Average Account Value
    $104,766
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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