Robert
Gump

Facet

CRD#4434542
Investment Advisor
in Baltimore, MD

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About this Advisor

Robert Gump is a certified financial planner and chartered financial consultant working in Baltimore, Maryland who has 3 years of industry experience. Gump works at Facet. Throughout their career, Gump has worked at Usaa Financial Advisors, Inc, Usaa Financial Planning Services, Ameriprise Financial Advisors, Usaa Investment Management Company, Alberto Torres, Waddell & Reed, Various Insurance Carriers For W&R Insurance Agencies, David Ballard, Paul Foley, Tim Gump, Rental Real Estate, Frost Brokerage Services, Robert Gump, Usaa Imco, Usaa Financial Services, Ameriprise Financial, Usaa, The Lighthouse Team and Facet Wealth. Gump maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Texas. Facet is a registered investment business operating out of Baltimore, MD. It has $2 billion in total assets between its 18,571 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. Of its 18,571 client accounts, just 7% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The business offers a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors typically depend on the financial services provided. However, fees charged by Facet typically consist of fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Fixed Fees

Office Location

100 International Drive 23Rd Floor
Baltimore, MD 21202

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Facet Brokerage Details

Total Assets Under Management

$1,654,740,781

MD Average: $6,889,882,315
Total Number of Employees

275

MD Average: 45
Total Number of Accounts

18,571

MD Average: 765
Average Account Size

$89,103

MD Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Robert Gump Work History

Robert has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Facet Wealth

2018 - Present (6 years)

Alberto Torres

2018 - Present (6 years)

Various Insurance Carriers For W&R Insurance Agencies

2018 - Present (6 years)

David Ballard

2018 - Present (6 years)

Paul Foley

2018 - Present (6 years)

The Lighthouse Team

2017 - Present (7 years)

Tim Gump

2017 - Present (7 years)

Rental Real Estate

2017 - Present (7 years)

Robert Gump

2016 - Present (8 years)

Usaa Imco

2019 - 2020 (1 year)

Waddell & Reed

2018 - 2018 (< 1 year)

Usaa Investment Management Company

2016 - 2018 (2 years)

Usaa Financial Planning Services

2016 - 2019 (3 years)

Usaa Financial Services

2015 - 2016 (1 year)

Frost Brokerage Services

2014 - 2015 (1 year)

Ameriprise Financial Advisors

2014 - 2015 (1 year)

Ameriprise Financial

2005 - 2014 (9 years)

Usaa Financial Advisors, Inc

2005 - 2014 (9 years)

Usaa Financial Planning Services

2005 - 2014 (9 years)

Usaa Financial Services

2003 - 2014 (11 years)

Usaa

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Robert Gump 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 Facet

Brian Turner
Enterprise, UT
Patrick Elliott
Baltimore, MD
Brian Wagnon
Baltimore, MD
Madeline Mcivor
Baltimore, MD
Carlos Ruiz
Baltimore, MD
Christopher Kadowaki
Lafayette, CO
Alex Mcdonald
Wrightsville Beach, NC
Gianna Viele
Baltimore, MD

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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