Robert GomezCRD 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.
|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|
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
Total Assets Under Management78MILLIONS
Total Number of Accounts1,420ACCOUNTS
Average Account Value$54,924
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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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