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.
CRD# 5631324
Astoria Strategic Wealth, Inc.
CRD# 5776541
Equitable Advisors, LLC
CRD# 4513869
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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 |
- OK
- TX
-
Total Assets Under Management94MILLIONS
-
Total Number of Accounts301ACCOUNTS
-
Average Account Value$312,661
- Fixed fees (other than subscription fees)
- 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
OK, TX
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