Dallas, TX
Get directionsNo 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.
Learn about disclosures →Robert works as a Customer Experience Specialist at Federal Express Corporation, dedicating nearly full-time hours. He is also an independent insurance agent, spending about half his time engaging clients in financial planning regarding life insurance, long-term care, and fixed annuities.