Robert Ball (CRD# 2419227) is an Investment Advisor Representative working at Texas Capital Bank Private Wealth Advisors in Houston, TX and has over 30 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
Company Name | Location | Dates | Years |
---|---|---|---|
Texas Capital Bank Private Wealth Advisors | Houston, TX | Jan 2019 - Current | 5 |
Texas Capital Bank | Houston, TX | Sep 2015 - Current | 8 |
Raymond James Financial Services Advisors Inc. | Houston, TX | Jun 2018 - Dec 2018 | < 1 |
Amegy Bank | Houston, TX | Jan 2001 - Jul 2015 | 14 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 1994 |
S65 | NASAA Investment Advisors Law Examination | May 2018 |
S66 | NASAA Uniform Combined State Law Examination | Dec 2017 |
- TX
-
Total Assets Under Management3,378MILLIONS
-
Total Number of Accounts1,868ACCOUNTS
-
Average Account Value$1,808,600
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, CO, FL, LA, TX
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