Robert Gee (CRD# 4757119) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Plano, TX and has over 19 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dfw Lee Plaza Inc. | Dallas, TX | Jul 2023 - Current | < 1 |
| Allstate Insurance | Ft Worth, TX | Jul 2022 - Current | 1 |
| Royal Creek Office Suites Condominium Association | Dallas, TX | Aug 2017 - Current | 6 |
| Foremost Insurance Group | Caledonia, MI | Apr 2015 - Current | 9 |
| Transamerica Financial Advisors, Inc. | Plano, TX | Jan 2012 - Current | 12 |
| Dfwleetek LLC | Dallas, TX | Mar 2008 - Current | 16 |
| World Financial Group, Inc. | Plano, TX | Aug 2000 - Current | 23 |
| Interior Logic Group | Frisco, TX | Mar 2022 - Oct 2022 | < 1 |
| Teksystems, Inc. | Irving, TX | Mar 2021 - Mar 2022 | 1 |
| At&t | Dallas, TX | Jan 2020 - Jan 2021 | 1 |
| Insight Global | San Francisco, CA | Feb 2017 - Jan 2021 | 3 |
| Amdocs | Chesterfield, MO | Jan 2020 - Sep 2020 | < 1 |
| Mckesson Pharmaceuticals | Carrollton, TX | Oct 2013 - Feb 2017 | 3 |
| Gee Lending And Realty | Dallas, TX | Oct 2007 - May 2015 | 7 |
| Bo Bo Foods, LLC | Dallas, TX | Oct 2013 - Nov 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2004 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2010 |
- TX
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Total Assets Under Management1,619MILLIONS
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Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
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