Robert Padgett (CRD# 7610036) is an Investment Advisor Representative working at Primerica Advisors in Mahwah, NJ and has 1 year of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 718407
Osaic Wealth, Inc.
CRD# 5414137
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pfs Investments Inc. | Lake Worth, FL | Aug 2022 - Current | 1 |
| Primerica Financial Services | Lake Worth, FL | Sep 2020 - Current | 3 |
| Self-employed Musician | Lake Worth Beach, FL | Jul 1986 - Current | 37 |
| The Stony Brook School | Stony Brook, NY | Aug 2014 - Jun 2021 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2022 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2022 |
- FL
-
Total Assets Under Management8,462MILLIONS
-
Total Number of Accounts59,808ACCOUNTS
-
Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.