Robert Marlowe, financial advisor Montgomery TX

Robert Marlowe

CRD Number: 5501725
Current Firm: Revo Financial, LLC

Robert Marlowe (CRD# 5501725) is an Investment Advisor Representative working at Revo Financial, LLC in Montgomery, TX and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Revo Financial, LLC The Woodlands, TX Oct 2014 - Current 9
Fg Wealth Management Bartlesville, OK Sep 2008 - Dec 2018 10
Regal Investment Advisors LLC Grand Rapids, MI Nov 2013 - Mar 2017 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2008
Contact Info for Robert C. Marlowe
Phone Number: 918-336-7877
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    94
    MILLIONS
  • Total Number of Accounts
    301
    ACCOUNTS
  • Average Account Value
    $312,661
Compensation Options
  • Fixed fees (other than subscription fees)
  • 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
Types of Clients
Registered States

OK, TX

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