RA
RA

Robert Cecil Alston

17 Years of Experience
1 Disclosure
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningInsurance PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
532 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$1.1B

Fee Structure

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Location

2600 Network Blvd, Suite 300, Frisco, TX, 75034

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History

Regulatory History (1)
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Civil Bond
July 1994
Employment History
Current Registrations
Quadcap Wealth Management, LLC
October 2015 - Present · 10 yrs 4 mos
Previous Registrations
Advisors Asset Management, INC.
July 2005 - March 2010 · 4 yrs 8 mos
Chase Investment Services CORP.
July 2005 - July 2005 · 0 mos
Banc One Securities Corporation
September 2002 - July 2005 · 2 yrs 10 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Robert Cecil Alston - Financial Advisor | TrueAdvisor