Robert
Macarthur
Valmark Advisers, Inc
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About this Advisor
Robert Macarthur is a financial advisor based in Providence, Rhode Island, working with Valmark Advisers, Inc. Robert has previously held positions at Northwestern Mutual/Investment Services, Northwestern Mutual Life Insurance, Northwestern Mutual Investment Services, LLC, Valmark Securities, Inc, Northwestern Mutual Wealth Management Company, and Macarthur Financial, LLC. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Connecticut, Florida, Maine, Massachusetts, New Jersey, New York, Pennsylvania, Rhode Island, South Carolina, and Virginia. Currently, Robert is part of Valmark Advisers, Inc, which operates out of Providence, Rhode Island. The firm has 156 offices and 260 employees. The firm manages assets totaling $7.0 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 investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Valmark Advisers, Inc includes asset-based, hourly, and fixed fees.
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Office Location
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Valmark Advisers, Inc Brokerage Details
$7,029,587,820
260
17,262
$407,229
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Robert Macarthur Work History
Valmark Securities, Inc
Macarthur Financial, LLC
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Wealth Management Company
Northwestern Mutual/Investment Services
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Life Insurance
Disclosures
Please visit the SEC profile of Robert Macarthur 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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