Robert Fugate, financial advisor Knoxville TN
96 score

Robert Fugate

CRD Number: 2998559
Current Firm: Blue Ridge Wealth Planners

Robert Fugate (CRD# 2998559) is an Investment Advisor Representative working at Blue Ridge Wealth Planners in Knoxville, TN and has over 19 years of experience in the finance industry. Robert Fugate 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.

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Professional Designations
Company Name Location Dates Years
Madison Avenue Securities, LLC San Diego, CA Jul 2017 - Current < 1
Retirement Financial Solutions D/b/a Blue Ridge Wealth Planners Knoxville, TN Oct 2016 - Current 1
Retirement Financial Solutions D/b/a Blue Ridge Wealth Planners Knoxville, TN Aug 2014 - Current 3
Global Financial Private Capital, LLC Sarasota, FL Jun 2012 - Jul 2017 5
Gf Investment Services, LLC Sarasota, FL Jun 2012 - Jul 2017 5
Senior Financial Solutions Knoxville, TN Aug 2004 - Aug 2014 10
Kalos Capital, Inc. Alpharetta, GA Nov 2005 - Jun 2012 6
Kalos Management, Inc. Alpharetta, GA Nov 2005 - Jun 2012 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
S65 NASAA Investment Advisors Law Examination Jun 1999
S66 NASAA Uniform Combined State Law Examination Apr 2006
Contact Info for Robert H. Fugate
Phone Number: 865-392-4260
Registered State(s):
  • FL
  • TX
  • GA
  • TN
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States


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

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