Robin Giles (CRD# 5349722) is an Investment Advisor Representative working at Apex Wealth Management, LLC in Katy, TX and has 1 year of experience in the finance industry. Robin Giles has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sage Wealth Management, LLC | Katy, TX | Nov 2011 - Current | 12 |
- TX
-
Total Assets Under Management21MILLIONS
-
Total Number of Accounts99ACCOUNTS
-
Average Account Value$209,524
- 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
TX
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