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RA

Robert C. Armour

ZECHES WEALTH MANAGEMENT
MESA, AZ
Some features on this profile are disabled
CRD#: 1032730
RA

Professional summary


Robert Cline Armour, who also goes by Bob Armour, is a registered financial advisor currently at ZECHES WEALTH MANAGEMENT located in Mesa, Arizona.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Robert has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Bob Armour

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Robert Cline Armour's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

July 29, 2015 - Present

ZECHES WEALTH MANAGEMENT

RIA
CRD#: 170279
MESA, AZ
Past

January 3, 2003 - June 11, 2015

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
MESA, AZ
Past

January 3, 2003 - June 11, 2015

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
MESA, AZ
Past

September 2, 1997 - December 31, 2002

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

February 5, 1992 - September 8, 1997

AEGON USA SECURITIES INC.

BD
CRD#: 13302
CEDAR RAPIDS, IA
Past

June 18, 1989 - February 3, 1992

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ
Past

May 11, 1982 - June 18, 1989

SOUTHMARK FINANCIAL SERVICES, INC.

BD
CRD#: 6518
Past

April 5, 1982 - May 17, 1982

LPL FINANCIAL LLC

BD
CRD#: 6413

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Arizona
(7/29/2015)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/17/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


ZW
ZECHES WEALTH MANAGEMENT
ZECHES WEALTH MANAGEMENT | ZECHES WEALTH MANAGEMENT GROUP, LLC

CRD#: 170279 / SEC#:

Arizona
Registered Investment Advisory firm - (3/10/2014 Approved)
Texas
Registered Investment Advisory firm - (11/13/2015 Conditional Restricted)
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Contact information


Main Address
2850 North Swan Road Suite 100, Tucson, AZ 85712
Mailing Address
Phone number
(520) 326-6923
Established
Firm type
Fiscal year end
# of Employees
4

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts196
AUM (Assets Under Management)$ 96,318,913

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ZECHES WEALTH MANAGEMENT

CRD#: 170279Mesa, AZ

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