Robert Omohundro (CRD# 2415942) is an Investment Advisor Representative working at Alexander Capital Wealth Management LLC in Roswell, GA and has over 30 years of experience in the finance industry. Robert Omohundro has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alexander Capital, LP | New York, NY | May 2020 - Current | 3 |
| Centaurus Financial Inc. | Anaheim, CA | Mar 2015 - Current | 9 |
| Alexander Capital, LP | New York, NY | Mar 2020 - Apr 2020 | < 1 |
| J.p.turner & Company, LLC | Atlanta, GA | Apr 2007 - Mar 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1993 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- GA
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Total Assets Under Management121MILLIONS
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Total Number of Accounts531ACCOUNTS
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Average Account Value$227,476
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
AR, AZ, CA, CO, CT, FL, GA, LA, MO, NE, NJ, NY, OR, PA, SC, TX, WA
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