Robert Whitman
Robert Whitman is a registered investment advisor at Independent Financial Group, LLC, based in Metairie, LA, with 43 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
Metairie, LA
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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 is an insurance agent, a mentor and counselor at Archbishop Rummel High School (taking about half of his time), and board president for Youth Rebuilding New Orleans Inc. He also provides tax preparation services, is a registered representative at Toroso Financial Group (taking about half of his time), and is the testamentary executor for his mother's succession.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Girard Securities, INC.
Girard Securities, INC.Broker
Sagepoint Financial, INC.Broker
Sentra Securities CorporationBroker
Hanover Investment Securities, INC.Broker
Pw Securities, INC.Broker
First American National Securities, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.