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AR

Alan C. Robert

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CRD#: 1823587
AR

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Alan Claude Robert, who also goes by Alain Claude Robert, Alan Robert, was a registered financial professional .

Alan is a previously registered financial professional and started their career in finance in 1993. Alan had worked at 9 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Alain Claude Robert | Alan Robert

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

April 16, 1996 - June 20, 1996

TEXAS CAPITAL SECURITIES, INC.

BD
CRD#: 25564
HOUSTON, TX
Past

February 5, 1996 - March 6, 1996

LH ROSS & COMPANY, INC.

BD
CRD#: 37920
BOCA RATON, FL
Past

August 29, 1995 - November 6, 1995

PARAGON CAPITAL MARKETS, INC.

BD
CRD#: 18555
EAST HANOVER, NJ
Past

June 30, 1995 - August 29, 1995

HUNTER INTERNATIONAL SECURITIES, INC.

BD
CRD#: 34722
POMPANO BCH, FL
Past

January 11, 1995 - March 31, 1995

GRUNTAL & CO., L.L.C.

BD
CRD#: 372
NEW YORK, NY
Past

July 6, 1994 - January 18, 1995

HUNTER INTERNATIONAL SECURITIES, INC.

BD
CRD#: 34722
POMPANO BCH, FL
Past

May 12, 1994 - July 11, 1994

GKN SECURITIES CORP.

BD
CRD#: 19415
NEW YORK, NY
Past

January 17, 1994 - May 12, 1994

JOSEPH CHARLES & ASSOC., INC.

BD
CRD#: 3949
BOCA RATON, FL
Past

November 15, 1993 - January 18, 1994

INVESTORS ASSOCIATES, INC.

BD
CRD#: 958
HACKENSACK, NJ
Past

October 27, 1993 - November 10, 1993

CHATFIELD DEAN & CO., INC.

BD
CRD#: 14714
GREENWOOD VILLAGE, CO

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 11/2/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


TC
TEXAS CAPITAL SECURITIES, INC.
PHOENIX SECURITIES, INC. | TEXAS CAPITAL SECURITIES, INC. | TEXAS CAPITAL SECURITIES | RSCB SECURITIES, INC. | RECKLING, SMETEK, CUNNINGHAM & BUCKLEY, INC.

CRD#: 25564 / SEC#: , 8-41799

BD
Cancelled by SEC on 03/09/1999
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Contact information


Main Address
Mailing Address
Phone number
Established
Texas since 10/05/1989
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


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


TEXAS CAPITAL SECURITIES, INC.

CRD#: 25564

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