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Robert French

10 Years of Experience
Addison, TX
BrokerSells Insurance

Robert French is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Addison, TX, with 10 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.

Compensation
Fixed/Hourly
Firm Size
2117 advisors
Number of Clients
1 client
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.

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Location

15851 Dallas Parkway, Ste 1230, Addison, TX, 75001

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Robert may earn commissions from insurance sales (life, health, annuity, and disability). He also serves as a commissioner on the Planning & Zoning Commission for the City of Lewisville, owns a percentage of a Little Caesars franchise and CLFM Holdings LLC, and owns RH4 Holdings LLC.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
January 2016 - Present · 10 yrs 4 mos
Northwestern Mutual Investment Services, LLCBroker
December 2015 - Present · 10 yrs 5 mos
State Registrations15 states
AKCODCFLGAKSKYLAMDMOOHOKTXVAWY
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.