Robert Carte (CRD# 3217566) is an Investment Advisor Representative working at Avantax Advisory Services in Ocala, FL and has over 24 years of experience in the finance industry.
CRD# 2882852
Pnc Investments
CRD# 6436659
J.p. Morgan Securities LLC
CRD# 5926598
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Collier Jernigan Eastman & Zublick Pa | Ocala, FL | Sep 2019 - Current | 4 |
| Avantax Insurance Agency, LLC | Ocala, FL | Aug 2018 - Current | 5 |
| Avantax Advisory Services | Ocala, FL | Sep 2017 - Current | 6 |
| Avantax Investment Services, Inc. | Ocala, FL | Sep 2017 - Current | 6 |
| Collier Jernigan & Goedert Pa | Ocala, FL | Sep 2019 - Feb 2023 | 3 |
| Hd Vest Insurance Agency, Inc. | Irving, TX | Sep 2017 - Jun 2019 | 1 |
| 1st Global Advisors, Inc. | Ocala, FL | Apr 2007 - Oct 2017 | 10 |
| 1st Global Insurance Services, Inc. | Ocala, FL | Mar 2006 - Oct 2017 | 11 |
| 1st Global Capital Corp | Ocala, FL | Dec 2004 - Oct 2017 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2001 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2007 |
- FL
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, VT, WA, WI, WV, WY
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