Robert Fugate (CRD# 2998559) is an Investment Advisor Representative working at Blue Ridge Wealth Planners in Knoxville, TN and has over 25 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.
CRD# 5686846
Primerica Advisors
CRD# 4511877
Ubs Financial Services Inc.
CRD# 2790169
Silver Oak Securities, Inc.
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Madison Avenue Securities, LLC | San Diego, CA | Jul 2017 - Current | 6 |
| Retirement Financial Solutions D/b/a Blue Ridge Wealth Planners | Knoxville, TN | Oct 2016 - Current | 7 |
| Retirement Financial Solutions D/b/a Blue Ridge Wealth Planners | Knoxville, TN | Aug 2014 - Current | 9 |
| Gf Investment Services, LLC | Sarasota, FL | Jun 2012 - Jul 2017 | 5 |
| Global Financial Private Capital, LLC | Sarasota, FL | Jun 2012 - Jul 2017 | 5 |
| Senior Financial Solutions | Knoxville, TN | Aug 2004 - Aug 2014 | 10 |
| 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 |
- FL
- GA
- TN
- TX
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Total Assets Under Management201MILLIONS
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Total Number of Accounts1,846ACCOUNTS
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Average Account Value$109,009
- A percentage of assets under your management
- Other
- 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
FL, GA, NC, TN, TX, VA
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