Robert Handy (CRD# 4063283) is an Investment Advisor Representative working at Arbor Point Advisors in Dickinson, TX and has over 24 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 5462249
Nxt:gen Financial Planning
CRD# 7438882
Worthwise Financial Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Arbor Point Advisors, LLC | La Vista, NE | Oct 2019 - Current | 4 |
| Viaquest Financial | Houston, TN | Jul 1998 - Current | 25 |
| 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 |
- TX
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Total Assets Under Management6,930MILLIONS
-
Total Number of Accounts28,010ACCOUNTS
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Average Account Value$247,396
- 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
- 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
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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