Robert Debeer
Robert Debeer is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Dallas, TX, with 42 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
2850 North Harwood, 18th Floor, Dallas, TX, 75201
Get directionsHistory
Regulatory History (3)
Customer Dispute
March 2003Customer Dispute
June 1996Customer Dispute
May 1992Other Business Activities
Robert is a part owner of D & D Cashiers LLC, a second home, and owns a boat rental business. He is also a board member on the Foundation of the Salesmanship Club of Dallas, reviewing finances and performance of the Foundation investments, dedicating minimal time to this role.
Employment History
Current Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
UBS Financial Services INC.Broker
UBS Financial Services INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Blinder, Robinson & Co.,inc.Broker
State Registrations29 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.