Robert Mann is a registered investment advisor, based in Fort Mill, SC, with 15 years of industry experience.
Location
936 Market St. Suite 207, Fort Mill, SC, 29708
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is an independent insurance agent for various companies since 2010, dedicating about 10-20% of his time to this activity. He is also an advisory representative of a Registered Investment Advisor, spending nearly full-time on this role, including trading. Robert is also an Investment Advisor Representative (IAR) under Mann Capital Management, dedicating about a quarter of his time to this role, including trading.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Lincoln Financial Securities CorporationBroker
Lincoln Financial Securities Corporation
Capital Guardian Wealth Management, LLC
Capital Guardian, LLCBroker
New England SecuritiesBroker
Suntrust Investment Services, INC.Broker
State Registrations17 states
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