Robert G. Inwright
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.
Robert George Inwright, who also goes by Bob Inwright, Robert George Inwright, Robert G Inwright, was a registered financial professional .
Robert is a previously registered financial professional and started their career in finance in 1997. Robert had worked at 11 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 26, 2018 - September 5, 2019
ALLSTATE FINANCIAL ADVISORS, LLC
October 22, 2018 - September 5, 2019
ALLSTATE FINANCIAL SERVICES, LLC
April 27, 2016 - October 24, 2017
BAY FINANCIAL ADVISORS, INC.
December 22, 2015 - October 1, 2018
LPL FINANCIAL LLC
December 17, 2015 - October 1, 2018
LPL FINANCIAL LLC
October 27, 2015 - December 22, 2015
CETERA INVESTMENT ADVISERS LLC
September 17, 2015 - December 22, 2015
SUMMIT BROKERAGE SERVICES, INC.
December 12, 2011 - November 13, 2015
J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC
December 9, 2011 - September 29, 2015
J.P. TURNER & COMPANY, L.L.C.
March 26, 2003 - December 22, 2011
VALIC FINANCIAL ADVISORS, INC.
May 21, 2002 - December 22, 2011
VALIC FINANCIAL ADVISORS, INC.
April 23, 1997 - June 26, 2002
DUNWOODY BROKERAGE SERVICES, INC.
March 27, 1997 - April 11, 1997
FIRST SOUTHEASTERN SECURITIES GROUP, INCORPORATED
Primary Firm SEC Registration
ALLSTATE FINANCIAL ADVISORS, LLC
CRD#: 109524 / SEC#: 801-68510
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
ALLSTATE FINANCIAL ADVISORS, LLC
CRD#: 109524 / SEC#: 801-68510
Contact information
SEC notice filing (49 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 280 |
| AUM (Assets Under Management) | $ 82,015,793 |
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.
