RS
CFP
RS
CFP

Robert Seamans

28 Years of Experience
Scottsdale, AZ
Broker

Robert Seamans is a CFP-designated registered investment advisor at Nations Financial Group, INC., based in Scottsdale, AZ, with 28 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 5,569 clients with $4.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
89 advisors
Number of Clients
5,569 clients
Average Client Portfolio
$857K average
Assets Under Management
$4.8B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Asset-based fees range up to 2.25% for standard advisory accounts and up to 2.50% for all-inclusive wrap accounts. Fees are negotiable and vary by representative and account type.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

6991 Camelback Rd., Suite C-152, Scottsdale, AZ, 85251

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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 owns Salt River Solar, Inc., an alternative energy construction business, dedicating a few hours per week. He also owns Sea Elvis Go, LLC and RKR Beach Investments LLC, both in Costa Rica, and is the President of Generations Wealth Management, dedicating full-time hours to financial planning, investment, and advisory services.

Employment History
Current Registrations
Nations Financial Group, INC.
September 2020 - Present · 6 yrs 1 mo
Nations Financial Group, INC.Broker
September 2020 - Present · 6 yrs 1 mo
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
July 2006 - September 2020 · 14 yrs 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
May 2006 - September 2020 · 14 yrs 4 mos
Citigroup Global Markets INC.Broker
April 2001 - June 2006 · 5 yrs 2 mos
Washington Square Securities, INC.Broker
September 1998 - April 2001 · 2 yrs 7 mos
State Farm Vp Management CORP.Broker
June 1998 - September 1998 · 3 mos
State Registrations31 states
ARAZCACOCTFLGAIDILINKSMDMIMNMOMTNCNENHNMNVNYORPASCTNTXVAVTWAWY
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.
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