Robert Halter is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in El Paso, TX, with 24 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
124 W Castellano, Ste 202, El Paso, TX, 79912
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert has ownership stakes in Montoya-Halter LLC and High Ridge Wealth Management LLC, both investment-related. He spends minimal time on Montoya-Halter LLC and a few hours per week on High Ridge Wealth Management LLC.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations22 states
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