Robert Dalzell is a registered investment advisor, based in Indianapolis, IN, with 14 years of industry experience.
Location
One Indiana Square, Suite 2252, Indianapolis, IN, 46204
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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 owns Prixmier, LLC, has been a trustee for his mother's accounts, serves on the Board of Directors for George4 Foundation, and is a member of Indie Diversified Partners II, LLC. These activities require minimal time commitment from Robert.
Employment History
Current Registrations
Fnex Capital, LLC
Fnex Capital, LLCBroker
Fnex Wealth, LLC
Previous Registrations
Indie Asset Partners, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations1 state
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.