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Robert Barre

6 Years of Experience
Austin, TX
BrokerSells Insurance

Robert Barre is a registered investment advisor, based in Austin, TX, with 6 years of industry experience.

Location

6500 River Place Blvd., Bldg. 1, Ste. 203, Austin, TX, 78730

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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 is an investment advisor representative (IAR) with Victory Financial Group, providing investment advisory services. He also works as an insurance agent, providing insurance advice based on client needs, dedicating about a quarter of his time to this.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
June 2024 - Present · 1 yr 11 mos
Victory Financial
February 2024 - Present · 2 yrs 3 mos
Previous Registrations
Equitable Advisors, LLC
May 2020 - February 2024 · 3 yrs 9 mos
Equitable Advisors, LLCBroker
June 2019 - February 2024 · 4 yrs 8 mos
State Registrations2 states
MTTX
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 Barre - Financial Advisor | TrueAdvisor