Robert Flink (CRD# 5312360) is an Investment Advisor Representative working at Goepper Burkhardt LLC in Greenville, SC and has over 16 years of experience in the finance industry. Robert Flink has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5253310
Boundless Financial
CRD# 4456936
Apex Capital Management LLC
CRD# 6162753
Brookstone Wealth Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Goepper Burkhardt LLC | Greenville, SC | Nov 2020 - Current | 3 |
Td Ameritrade | Greenville, SC | May 2020 - Oct 2020 | < 1 |
Marlin Wealth Advisors | Asheville, NC | Aug 2017 - May 2020 | 2 |
Cetera Advisors LLC | Denver, CO | Aug 2017 - Feb 2020 | 2 |
Infinity Financial Group LLC | Baton Rouge, LA | Aug 2017 - Feb 2020 | 2 |
Sabbatical | Dallas, TX | May 2017 - Jul 2017 | < 1 |
Highland Capital Management | Dallas, TX | Dec 2015 - May 2017 | 1 |
Stadion Money Management | Asheville, NC | May 2014 - Dec 2015 | 1 |
Realty Capital Securities, LLC | Boston, MA | Aug 2009 - May 2014 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2007 |
S65 | NASAA Investment Advisors Law Examination | Sep 2014 |
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Total Assets Under Management284MILLIONS
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Total Number of Accounts603ACCOUNTS
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Average Account Value$471,271
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
GA, SC
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