Robert Whitaker
Robert Whitaker is a registered investment advisor at Nfsg Corporation, based in Boca Raton, FL, with 3 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,096 clients with $1.1B 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 | 2.00% |
Fee is up to 2%.
Fee Estimator
Location
1200 North Federal Highway, Suite 400, Boca Raton, FL, 33432
Get directionsHistory
Regulatory History (5)
Financial
October 2021Judgment / Lien
October 2018Judgment / Lien
May 2011Judgment / Lien
October 2009Criminal
June 1985Other Business ActivitiesSells Insurance
Robert is a registered representative and licensed insurance agent with Michael Whitaker and Associates since 2022. He also works as an insurance agent providing insurance sales for life, health, and fixed annuities since 2017, and is the president of Whitaker Wealth Financial Services LLC since 2020, focusing on insurance sales; all activities consume 100% of his time during regular business hours.
Employment History
Current Registrations
Nfsg Corporation
Newbridge Securities CorporationBroker
State Registrations6 states
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.