Robert Whitlow, financial advisor Las Vegas NV
61 score

Robert Whitlow

CRD Number: 2971621
Current Firm: Transamerica Financial Advisors, Inc.

Robert Whitlow (CRD# 2971621) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Las Vegas, NV and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Transamerica Financial Advisors, Inc. Las Vegas, NV Jan 2012 - Current 4
Transamerica Financial Advisors, Inc. Las Vegas, NV Jan 2012 - Current 4
Durante Insurance Las Vegas, NV Oct 2010 - Current 6
Face-up Holdings, LLC Las Vegas, NV Apr 2010 - Current 6
Investment Advisors International, Inc. Las Vegas, NV Feb 2008 - Current 8
World Group Securities, Inc. Duluth, GA Apr 2002 - Current 14
World Financial Group Las Vegas, NV Jun 2001 - Current 15
United American Insurance Company Mckinney, TX Sep 2005 - Jul 2009 3
Innergy Lending Las Vegas, NV Jun 2007 - Jul 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1997
S65 NASAA Investment Advisors Law Examination Feb 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Robert R. Whitlow
Phone Number: 727-299-1800
Registered State(s):
  • NV
By the Numbers
  • Total Assets Under Management
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, VI, VT, WA, WI, WV

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BADGES
61

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