Robert Spaulding, financial advisor Jackson MS
93 score

Robert Spaulding

CRD Number: 4595381
Current Firm: Trustmark Investment Advisors, Inc.

Robert Spaulding (CRD# 4595381) is an Investment Advisor Representative working at Trustmark Investment Advisors, Inc. in Jackson, MS and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Trustmark Investment Advisors, Inc. Jackson, MS Mar 2003 - Current 13
Trustmark National Bank Jackson, MS Aug 1984 - Current 32
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2003
Contact Info for Robert H. Spaulding
Phone Number: 601-208-7663
Registered State(s):
  • AL
  • MS
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States


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

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