Robert
Pearl
Osaic Advisory Services, LLC
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About this Advisor
Robert Pearl is a financial advisor based in Atlanta, Georgia, working with Osaic Advisory Services, LLC. Robert has previously held positions at Edward Jones, Cig Asset Management, Inc, Cig Capital Advisors, Cig Securities, Inc, Cig Risk Management, Inc, First Allied Securities, Inc, First Allied Advisory Services, Inc, First Allied Advisory Services, Sageview Advisory Group, LLC, Cetera Advisors LLC, Triad Advisors, and Triad Hybrid Solutions. Robert has passed the Series 66 regulatory exam and is registered to provide services in Alaska, Arizona, California, Colorado, Florida, Indiana, Maryland, Michigan, Nevada, New Mexico, Ohio, Pennsylvania, Texas, and Virginia. Currently, Robert is part of Osaic Advisory Services, LLC, which operates out of Atlanta, Georgia. The firm has 155 offices and 2,582 employees. The firm manages assets totaling $4.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Osaic Advisory Services, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Advisory Services, LLC Brokerage Details
$4,938,711,328
2,582
20,269
$243,658
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Robert Pearl Work History
Triad Advisors
Triad Hybrid Solutions
Cetera Advisors LLC
Sageview Advisory Group, LLC
First Allied Advisory Services
First Allied Securities, Inc
First Allied Advisory Services, Inc
Cig Asset Management, Inc
Cig Capital Advisors
Cig Securities, Inc
Cig Risk Management, Inc
Edward Jones
Disclosures
Please visit the SEC profile of Robert Pearl to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Osaic Advisory Services, LLC
Atlanta, GA
Allentown, PA
Atlanta, GA
Allentown, PA
Knoxville, TN
Atlanta, GA
Bend, OR
Bend, OR
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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