RM
CFP
RM
CFP

Robert Mcgregor

22 Years of Experience
Tysons Corner, VA
Broker

Robert Mcgregor is a CFP-designated registered investment advisor, based in Tysons Corner, VA, with 22 years of industry experience.

Location

1650 Tysons Bl., Suite 1575, Tysons Corner, VA, 22102

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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 an advisor with Signature Estate and Investment Advisors, LLC, an independent RIA, dedicating full-time hours to this role. He spends 120 hours per month on securities trading.

Employment History
Current Registrations
Signature Estate Securities, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Seia
September 2017 - Present · 8 yrs 8 mos
Previous Registrations
Osaic Wealth, INC.Broker
November 2018 - August 2023 · 4 yrs 9 mos
Signator Investors, INC.Broker
September 2017 - November 2018 · 1 yr 2 mos
USAA Financial Planning Services
September 2011 - July 2017 · 5 yrs 10 mos
USAA Financial Advisors, INC.Broker
September 2011 - July 2017 · 5 yrs 10 mos
NFP Securities, INC.
August 2009 - August 2011 · 2 yrs
NFP Securities, INC.Broker
April 2003 - August 2011 · 8 yrs 4 mos
State Registrations1 state
VA
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.
Robert Mcgregor - Financial Advisor | TrueAdvisor