Robert Webb is a CFP-designated registered investment advisor, based in Greensboro, NC, with 23 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold.
Location
3824 North Elm St, Ste 101, Greensboro, NC, 27455
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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.
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Robert has business ownership interests, including Exclamations Catering, and is involved with Bailey & Smith, an investment-related activity since 2004. He spends about 10-20% of his time on business ownership and minimal time with Bailey & Smith.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Previous Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Ids Life Insurance CompanyBroker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations15 states
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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