Robert Looney is a CFP-designated registered investment advisor at Edward Jones, based in Chickamauga, GA, with 14 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
119 Gordon St, Chickamauga, GA, 30707
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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 Activities
Robert serves as a deacon at Oakwood Baptist Church, overseeing serving ministries and participating in church decision-making. He also serves on the Chickamauga Public Library Board and the Cherokee Regional Library Board, participating in library policy and budget decisions.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations21 states
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