Robert Gomez, financial advisor Winnsboro TX
66 score

Robert Gomez

CRD Number: 6170038
Current Firm: First American National Investment Advisors, LLC

Robert Gomez (CRD# 6170038) is an Investment Advisor Representative working at First American National Investment Advisors, LLC in Winnsboro, TX and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Amfirst Financial, LLC Dallas, TX Feb 2014 - Current 2
First American National Investment Advisors, LLC Suwanee, GA Mar 2013 - Current 3
Accelerated Business Strategies Trust Rockwall, TX Oct 2010 - Current 6
Cornerstone Integrated Technologies, LP Rockwall, TX May 2007 - Current 9
Share Capital Holdings, LLC Rockwall, TX Sep 2011 - Dec 2013 2
Asset Backed Securities Manager, LLC San Diego, CA Nov 2011 - Feb 2013 1
Iblp Oklahoma City, OK Oct 2008 - Aug 2012 3
Cornerstone Information Technologies, LLC Dallas, TX Aug 1999 - Dec 2007 8
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Robert G. Gomez
Phone Number: 770-814-4235
Firm Website: https://www.fanria.com
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    78
    MILLIONS
  • Total Number of Accounts
    1,420
    ACCOUNTS
  • Average Account Value
    $54,924
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, CT, FL, GA, IL, KS, KY, MA, MI, MN, MT, NC, NE, NJ, NV, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
66

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