RA
CFP
RA
CFP

Robert Abercrombie

20 Years of Experience
The Woodlands, TX

Robert Abercrombie is a CFP-designated registered investment advisor at Abercrombie Investments, based in The Woodlands, TX, with 20 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
N/A
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

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

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Location

The Woodlands, TX

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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 involved in numerous business activities, including serving as a trustee for several trusts, treasurer for LSU North Houston Alum Assoc, and a non-equity partner at Hayniecpas.com, a CPA firm, which takes nearly full-time. He also has ownership in several LLCs, some active and some inactive, and serves as a registered agent for several companies.

Employment History
Current Registrations
Abercrombie Investments
June 2022 - Present · 3 yrs 11 mos
Previous Registrations
Pruco Securities, LLC.Broker
November 2006 - January 2019 · 12 yrs 2 mos
Raymond James Financial Services, INC.Broker
November 2000 - November 2004 · 4 yrs
State Registrations1 state
TX
Advisor

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.