Robert Arthur (CRD# 5092428) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Roanoke, VA and has over 10 years of experience in the finance industry.
CRD# 6307186
Raymond James Financial Services Advisors, Inc.
CRD# 2238939
Mutual Of Omaha Investor Services, Inc.
CRD# 4073561
Eagle Strategies LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ifa Wealth | Roanoke, VA | Jun 2020 - Current | 3 |
| Geneos Wealth Management | Roanoke, VA | Mar 2013 - Current | 11 |
| Investors Financial Advisors | Roanoke, VA | Mar 2013 - Jun 2020 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2013 |
- AZ
- DC
- FL
- GA
- IL
- MD
- MI
- MN
- MO
- NC
- TX
- VT
- VA
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Total Assets Under Management5,163MILLIONS
-
Total Number of Accounts21,980ACCOUNTS
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Average Account Value$234,898
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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