RM
CFP
RM
CFP

Robert Macarthur

31 Years of Experience
Providence, RI
Broker

Robert Macarthur is a CFP-designated registered investment advisor, based in Providence, RI, with 31 years of industry experience.

Location

340 Broadway, Ste 8, Providence, RI, 02909

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Robert is the owner and principal of MacArthur Financial, LLC, providing executive benefits consulting, dedicating about 10-20% of his time. He is also a non-voting shareholder at Trove Private Wealth, spending about a quarter of his time on organizational management, wealth management, and executive benefits advisory services.

Employment History
Current Registrations
Valmark Securities, INC.Broker
June 2021 - Present · 5 yrs 3 mos
Valmark Advisers, INC.
June 2021 - Present · 5 yrs 3 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
May 2009 - June 2021 · 12 yrs 1 mo
Todd Securities, INC.Broker
November 2003 - May 2006 · 2 yrs 6 mos
Walnut Street Securities, INC.
August 2003 - November 2003 · 3 mos
Walnut Street Securities, INC.Broker
August 2003 - November 2003 · 3 mos
Nathan & Lewis Securities, INC.
April 2000 - August 2003 · 3 yrs 4 mos
Nathan & Lewis Securities, INC.Broker
July 1999 - August 2003 · 4 yrs 1 mo
Robert W. Baird & CO. IncorporatedBroker
January 1995 - November 1999 · 4 yrs 10 mos
Northwestern Mutual Investment Services, LLCBroker
June 1994 - June 2021 · 27 yrs
State Registrations22 states
AZCACOCTDEFLGAIDILINMAMENHNJNYOHPARISCTXVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.