Robert Falconer (CRD# 7119582) is an Investment Advisor Representative working at Guardian Wealth Advisors, LLC in Carlisle, PA and has over 2 years of experience in the finance industry.
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1255111
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3244566
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Private Client Services | Raleigh, NC | Nov 2023 - Current | < 1 |
| Guardian Wealth Advisors, LLC | Raleigh, NC | Oct 2023 - Current | < 1 |
| Lpl Financial, LLC | Camp Hill, PA | Sep 2021 - Oct 2023 | 2 |
| Mass Mutual Life Insurance Co/polaris Advisors | Camp Hill, PA | Feb 2021 - Sep 2021 | < 1 |
| Mml Investors Services | Camp Hill, PA | Feb 2021 - Sep 2021 | < 1 |
| Unemployed | Mechanicsburg, PA | Sep 2020 - Feb 2021 | < 1 |
| Eastward Ho Golf Club | Chatham, MA | May 2020 - Sep 2020 | < 1 |
| Bentley University | Waltham, MA | Aug 2016 - May 2020 | 3 |
| Polaris Advisors | Camp Hill, PA | May 2019 - Aug 2019 | < 1 |
| Pine Brook Country Club | Weston, MA | Apr 2019 - Jun 2019 | < 1 |
| Titleist Golf Company | Fairhaven, MA | Apr 2015 - Sep 2018 | 3 |
| Carlisle Country Club | Carlisle, PA | Apr 2015 - Aug 2016 | 1 |
| Skyzone Indoor Trampoline Park | Mechanicsburg, PA | Jan 2015 - Jun 2015 | < 1 |
| Cumberland Valley School District | Mechanicsburg, PA | Jan 2011 - Jun 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2021 |
- NC
- PA
-
Total Assets Under Management1,661MILLIONS
-
Total Number of Accounts3,670ACCOUNTS
-
Average Account Value$452,562
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, FL, GA, LA, MA, MD, MN, MS, NC, NH, NY, PA, SC, TN, TX, VA
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