RC
RC

Robert Core

35 Years of Experience
Beaumont, TX
Broker

Robert Core is a registered investment advisor at Wells Fargo Advisors, based in Beaumont, TX, with 35 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

6250 Delaware Street, Suite B 1st Fl, Beaumont, TX, 77706

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Robert has a 50% ownership in Tae Kwon Do Academy of Lumberton/Tiger Rock Martial Arts since 2010, where he works as an instructor and handles general business operations for about 10-20% of his time. He also has a 50% ownership in RGM&M Investments, LLC since 2009, where he works as a martial arts instructor for about 10-20% of his time.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
January 2026 - Present · 4 mos
Wells Fargo Advisors
January 2026 - Present · 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
November 2019 - January 2026 · 6 yrs 2 mos
Wells Fargo Advisors
November 2019 - January 2026 · 6 yrs 2 mos
UBS Financial Services INC.
October 2007 - November 2019 · 12 yrs 1 mo
UBS Financial Services INC.Broker
October 2007 - November 2019 · 12 yrs 1 mo
Citigroup Global Markets INC.
May 1995 - October 2007 · 12 yrs 5 mos
Citigroup Global Markets INC.Broker
May 1995 - October 2007 · 12 yrs 5 mos
Painewebber IncorporatedBroker
January 1991 - June 1995 · 4 yrs 5 mos
Rotan Mosle INC.Broker
May 1990 - January 1991 · 8 mos
State Registrations26 states
ALARAZCODEFLGAKSKYLAMAMNMSNCNMNYOHOKORPATNTXUTVAWAWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Robert Core - Financial Advisor | TrueAdvisor