Robert L. Cluck
Professional summary
Robert Lee Cluck, CFP®, who also goes by Bobby Cluck, is a registered financial advisor currently at THE ASPEN EQUITY GROUP located in Waco, Texas.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Robert has worked at 5 firms and has passed the Series 63, Series 7, Series 2 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert Lee Cluck's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1998
Experience
January 9, 2012 - Present
THE ASPEN EQUITY GROUP
Office #1: 510 N. Valley Mills Suite 404, Waco, TX 76710January 1, 1999 - December 31, 2011
THE ASPEN EQUITY GROUP
June 8, 1992 - December 31, 1997
BROOKSTREET SECURITIES CORPORATION
October 10, 1990 - July 14, 1992
BARRINGER RYAN VANCE, INC.
October 16, 1989 - October 18, 1990
ADVANCE BROKERAGE SERVICES, INC.
September 10, 1987 - October 19, 1989
MURCHISON INVESTMENT BANKERS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/9/2012)
Exams
Series 2
Date: 9/9/1987
Non-Member General Securities ExaminationCurrent Firm
THE ASPEN EQUITY GROUP
CRD#: 118282 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 103 |
| AUM (Assets Under Management) | $ 31,500,000 |
Red Flags
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