Robert K. Draper
Professional summary
Robert Keith Draper, who also goes by Bert Draper, is a registered financial advisor currently at MCALVANY WEALTH MANAGEMENT, LLC located in Durango, Colorado.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Robert has worked at 5 firms and has passed the Series 65, Series 63, Series 7, Series 6, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert Keith Draper's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 21, 2018 - Present
MCALVANY WEALTH MANAGEMENT, LLC
Office #1: 166 Turner Dr, Durango, CO 81301January 11, 2010 - December 31, 2016
DEEDS SELECT ADVISORS INC.
June 21, 2004 - May 21, 2008
CHARLES SCHWAB & CO., INC.
November 3, 1989 - December 31, 1992
CETERA ADVISORS LLC
May 1, 1989 - November 1, 1989
FREDERICK T. CRETORS & CO., INC.
Primary Firm SEC Registration
MCALVANY WEALTH MANAGEMENT, LLC
CRD#: 146021 / SEC#: 801-71124
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/10/2024)
(3/2/2018)
Exams
Current Firm
MCALVANY WEALTH MANAGEMENT, LLC
CRD#: 146021 / SEC#: 801-71124
Contact information
SEC notice filing (23 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 560 |
| AUM (Assets Under Management) | $ 137,072,424 |
Red Flags
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