RF
RF

Robert Folkes

7 Years of Experience
New York, NY
Broker

Robert Folkes is a registered investment advisor, based in New York, NY, with 7 years of industry experience.

Location

40 Wall Street, 56th Floor, New York, NY, 10005

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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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Employment History
Current Registrations
Capfinancial Securities, LLC.Broker
May 2021 - Present · 5 yrs
Captrust
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
Cammack Retirement Group
December 2019 - May 2021 · 1 yr 5 mos
Cammack Larhette Brokerage, INC.Broker
August 2018 - July 2021 · 2 yrs 11 mos
State Registrations1 state
NY
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.
Robert Folkes - Financial Advisor | TrueAdvisor