Robert Annable (CRD# 4657825) is an Investment Advisor Representative working at Transce3nd LLC in Scottsdale, AZ and has over 13 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Transce3nd, LLC | Kyle, TX | Dec 2023 - Current | < 1 |
| Realta Equities, Inc. | Wilmington, DE | Jul 2021 - Current | 2 |
| Coastal Investment Advisors | Wilmington, DE | Jul 2021 - Dec 2023 | 2 |
| Wealth Strategies Advisory Group | Scottsdale, AZ | Jul 2021 - Dec 2023 | 2 |
| Arete Wealth Management | Chicago, IL | Feb 2021 - Jul 2021 | < 1 |
| Arete Wealth Advisors | Chicago, IL | Feb 2021 - Jul 2021 | < 1 |
| Center Street Advisors, Inc. | Nashville, TN | Apr 2020 - Jul 2021 | 1 |
| Center Street Securities, Inc. | Nashville, TN | Apr 2020 - Jul 2021 | 1 |
| Kalos Capital | Alpharetta, GA | Jul 2017 - Apr 2020 | 2 |
| Kalos Management | Alpharetta, GA | Jul 2017 - Apr 2020 | 2 |
| Center Street Securities, Inc. | Nashville, TN | Aug 2015 - Jul 2017 | 1 |
| Center Street Advisors, Inc. | Nashville, TN | Aug 2015 - Jul 2017 | 1 |
| Newbridge Securities Corporation | Scottsdale, AZ | Jul 2014 - Aug 2015 | 1 |
| Realty Capital Securities, LLC | Boston, MA | Jun 2010 - Jun 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2010 |
| S65 | NASAA Investment Advisors Law Examination | May 2015 |
- AZ
- CA
- FL
- MO
- ND
- TX
-
Total Assets Under Management313MILLIONS
-
Total Number of Accounts2,378ACCOUNTS
-
Average Account Value$131,706
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, GA, IA, IL, KS, MN, MO, NC, ND, NE, NV, NY, TN, TX, VA, VT, WA
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