Robert Mcmeen is a registered investment advisor, based in Plano, TX, with 31 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold.
Location
5550 Granite Parkway, Suite 180, Plano, TX, 75024
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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 owns Century Tree Properties, LLC, a real estate brokerage, and is the owner of Live Oak Advisory, Inc., an S-Corp for his book of business. Robert is also separately licensed as an independent insurance agent via One Insurance Solutions and a partner in Parkway Wealth Management Group Properties, LLC.
Employment History
Current Registrations
Cabot Lodge Securities LLCBroker
Parkway Wealth Management Group, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Morgan StanleyBroker
Morgan Stanley
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Olde Discount CorporationBroker
State Registrations1 state
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
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