Robert WarrenCRD Number: 5993003
Current Firm: Hightower Advisors, LLC
Robert Warren (CRD# 5993003) is an Investment Advisor Representative working at Hightower Advisors, LLC in Huntsville, AL and has over 4 years of experience in the finance industry.
Raymond James & Associates, Inc.
Brol Capital Management, LLC
H.d. Vest Advisory Services, Inc.
|Hightower Securities, LLC||Huntsville, AL||Jul 2014 - Current||2|
|Hightower Advisors, LLC||Huntsville, AL||Jul 2014 - Current||2|
|Morgan Stanley||Huntsville, AL||Jun 2012 - Jul 2014||2|
|Ameriprise Financial Services Inc.||Birmingham, AL||Jan 2012 - Jun 2012||< 1|
|Xerox Corporation||Huntsville, AL||Aug 2010 - Jan 2012||1|
|University Of Alabama||Tuscaloosa, AL||Aug 2009 - May 2010||< 1|
|University Of Alabama||Tuscaloosa, AL||Aug 2004 - May 2010||5|
|Small Business Administration||Tuscaloosa, AL||May 2009 - Aug 2009||< 1|
|Law Offices Of Joel Sogol||Tuscaloosa, AL||Apr 2007 - Aug 2008||1|
|Academy Sports And Outdoors||Tuscaloosa, AL||Apr 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2012|
Total Assets Under Management24,600MILLIONS
Total Number of Accounts47,650ACCOUNTS
Average Account Value$516,264
- 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
- Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.