Robert
Falconer
Guardian Wealth Advisors, LLC
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About this Advisor
Robert Falconer is a financial advisor based in Carlisle, Pennsylvania, working with Guardian Wealth Advisors, LLC. Robert has previously held positions at Mass Mutual Life Insurance Co/Polaris Advisors, Mml Investors Services, Polaris Advisors, Carlisle Country Club, Titleist Golf Company, Pine Brook Country Club, Eastward Ho Golf Club, Skyzone Indoor Trampoline Park, Cumberland Valley School District, Bentley University, Lpl Financial, LLC, Guardian Wealth Advisors, LLC, and Private Client Services. Robert has passed the Series 66 regulatory exam and is registered to provide services in North Carolina and Pennsylvania. Currently, Robert is part of Guardian Wealth Advisors, LLC, which operates out of Carlisle, Pennsylvania. The firm has 10 offices and 38 employees. The firm manages assets totaling $1.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Guardian Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Guardian Wealth Advisors, LLC Brokerage Details
$1,660,902,219
38
3,670
$452,562
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Robert Falconer Work History
Guardian Wealth Advisors, LLC
Private Client Services
Mass Mutual Life Insurance Co/Polaris Advisors
Mml Investors Services
Lpl Financial, LLC
Eastward Ho Golf Club
Polaris Advisors
Pine Brook Country Club
Bentley University
Carlisle Country Club
Titleist Golf Company
Skyzone Indoor Trampoline Park
Cumberland Valley School District
Disclosures
Please visit the SEC profile of Robert Falconer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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