Robert Frater is a CFP-designated registered investment advisor, based in Houston, TX, with 44 years of industry experience.
Location
1800 W. Loop S. Ste 1980, Houston, TX, 77027
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert sells life insurance and has done so since 1982, dedicating a few hours per week. He also manages HA Management, LLC, is a partner in Investment Marketing Resources, LP and Rock Lake LTD, and is a trustee for multiple family trusts, spending minimal time on each.
Employment History
Current Registrations
Aw SecuritiesBroker
Allworth Financial, L.P.
Previous Registrations
Sagepoint Financial, INC.Broker
Sunamerica Securities, INC.Broker
Houston Investment GroupBroker
Houston Asset Management, INC.
Associated Planners Securities CorporationBroker
Lowry Financial Services CorporationBroker
State Registrations37 states
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