Robert Flink, financial advisor Greenville SC

Robert Flink

CRD Number: 5312360
Current Firm: Goepper Burkhardt LLC

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.

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Professional Designations
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
Contact Info for Robert H. Flink
By the Numbers
  • Total Assets Under Management
    284
    MILLIONS
  • Total Number of Accounts
    603
    ACCOUNTS
  • Average Account Value
    $471,271
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

GA, SC

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