Robert Thacker, financial advisor Fairfax VA
93 score

Robert Thacker

CRD Number: 6197443
Current Firm: True North Financial Counseling, LLC

Robert Thacker (CRD# 6197443) is an Investment Advisor Representative working at True North Financial Counseling, LLC in Fairfax, VA and has over 4 years of experience in the finance industry. Robert Thacker 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
True North Financial Counseling, LLC Fairfax, VA Feb 2017 - Current 1
Unemployed Fairfax, VA Oct 2016 - Feb 2017 < 1
United Capital Financial Advisors Bethesda, MD May 2013 - Oct 2016 3
Girard Securities Inc. San Diego, CA May 2013 - Oct 2016 3
Exxon Mobil Corporation Fairfax, VA Jun 1977 - Mar 2013 35
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2013
Contact Info for Robert P. Thacker
Phone Number: 571-643-5820
Registered State(s):
  • TX
  • VA
Current Firm Details
True North Financial Counseling, LLC
Firm's CRD Number: 286630
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
Types of Clients
Registered States

TX, VA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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