Robert Whicker, financial advisor Fort Wayne IN

Robert Whicker

CRD Number: 2262135
Current Firm: Sym Financial Advisors

Robert Whicker (CRD# 2262135) is an Investment Advisor Representative working at Sym Financial Advisors in Fort Wayne, IN and has over 30 years of experience in the finance industry. Robert Whicker 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
Sym Financial Advisors Fort Wayne, IN Oct 2007 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1993
Contact Info for Robert S. Whicker
Phone Number: 800-888-7968
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    3,330
    MILLIONS
  • Total Number of Accounts
    4,634
    ACCOUNTS
  • Average Account Value
    $718,654
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AZ, CA, FL, GA, IL, IN, KY, LA, MD, MI, MN, NC, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA

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