Robert Handy, financial advisor Dickinson TX

Robert Handy

CRD Number: 4063283
Current Firm: Arbor Point Advisors

Robert Handy (CRD# 4063283) is an Investment Advisor Representative working at Arbor Point Advisors in Dickinson, TX and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Arbor Point Advisors, LLC La Vista, NE Oct 2019 - Current 3
Viaquest Financial Houston, TN Jul 1998 - Current 24
Securities America Inc. Houston, TX Dec 2014 - Jun 2019 4
Arbor Point Advisors Houston, TX Dec 2014 - Jun 2019 4
Sws Financial Services Dallas, TX Jun 2000 - Dec 2014 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1999
S65 NASAA Investment Advisors Law Examination Mar 2009
Contact Info for Robert T. Handy
Phone Number: 888-777-1992
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    9,133
    MILLIONS
  • Total Number of Accounts
    39,792
    ACCOUNTS
  • Average Account Value
    $229,523
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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