RP
RP
Robert Petro
45 Years of Experience
Mobile, AL
3 DisclosuresBroker
Robert Petro is a registered investment advisor at Wells Fargo Advisors, based in Mobile, AL, with 45 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
4333 Boulevard Park North, Mobile, AL, 36609
Get directionsHistory
Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2010Settled
Customer Dispute
September 2010Settled
Criminal
December 1969Final Disposition
Other Business Activities
Robert is a soccer referee with the Gulf Coast Soccer Officials Association, dedicating a few hours per week. He is also a trustee of his sister's trust, spending minimal time on it.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
October 2015 - Present · 10 yrs 7 mos
Wells Fargo Advisors
October 2015 - Present · 10 yrs 7 mos
Previous Registrations
Morgan StanleyBroker
June 2009 - October 2015 · 6 yrs 4 mos
Morgan Stanley
June 2009 - October 2015 · 6 yrs 4 mos
Citigroup Global Markets INC.
April 2001 - June 2009 · 8 yrs 2 mos
Citigroup Global Markets INC.Broker
March 2001 - June 2009 · 8 yrs 3 mos
The Robinson-Humphrey Company, LLCBroker
October 1988 - April 2001 · 12 yrs 6 mos
Shearson Lehman Hutton INC.Broker
May 1988 - October 1988 · 5 mos
E. F. Hutton & Company INCBroker
September 1980 - May 1988 · 7 yrs 8 mos
State Registrations14 states
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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.