Robert Keith 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Bert Draper
Similar Advisors
EDWARD JONES
ACT ADVISORS
J.P. MORGAN SECURITIES LLC
E1 ASSET MANAGEMENT, INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
EDWARD JONES
ACT ADVISORS
J.P. MORGAN SECURITIES LLC
E1 ASSET MANAGEMENT, INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
EDWARD JONES
ACT ADVISORS
J.P. MORGAN SECURITIES LLC
E1 ASSET MANAGEMENT, INC.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
EDWARD JONES
ACT ADVISORS
J.P. MORGAN SECURITIES LLC
E1 ASSET MANAGEMENT, INC.
Years of Experience
37 years in the financial services industry
Current & Past Employments
Similar Advisors
EDWARD JONES
ACT ADVISORS
J.P. MORGAN SECURITIES LLC
E1 ASSET MANAGEMENT, INC.
Current Firm
MCALVANY WEALTH MANAGEMENT, LLC | MCALVANY WEALTH MANAGEMENT, LLLP
Contact Information
Main Address
166 Turner Dr, Durango, CO 81301Phone Number
(866) 211-8970# of Employees
5SEC notice filing (23 States and Territories)
Registered to provide investment advisory services in 23 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
664AUM (Assets Under Management)
$224,230,606Similar Advisors
EDWARD JONES
ACT ADVISORS
J.P. MORGAN SECURITIES LLC
E1 ASSET MANAGEMENT, INC.
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
EDWARD JONES
ACT ADVISORS
J.P. MORGAN SECURITIES LLC
E1 ASSET MANAGEMENT, INC.
Primary Firm SEC Registration
MCALVANY WEALTH MANAGEMENT, LLC | MCALVANY WEALTH MANAGEMENT, LLLP
State Registrations and Notice Filings
(4/10/2024)
(3/2/2018)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Apr 1989About the Series 6 examSeries 10 — General Securities Sales Supervisor - General Module Examination
Passed May 2007About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Mar 2007About the Series 9 examSimilar Advisors
EDWARD JONES
ACT ADVISORS
J.P. MORGAN SECURITIES LLC
E1 ASSET MANAGEMENT, INC.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Keith Draper's CRS (Customer Relationship Summary).
Similar Advisors
EDWARD JONES
ACT ADVISORS
J.P. MORGAN SECURITIES LLC
E1 ASSET MANAGEMENT, INC.
