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Robert Charles Prather Jr

VISION RESEARCH
DALLAS, TX
·CRD# 4323548·25 years experience

Professional Summary

Robert Charles Prather JR is a registered financial advisor currently at VISION RESEARCH, LLC located in Dallas, Texas and VR FUNDAMENTAL LLC located in Dallas, Texas. Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Robert has worked at 5 firms and has passed the Series 66 and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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.

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Years of Experience

25 years in the financial services industry

Current & Past Employments

VISION RESEARCH, LLC·CRD# 160626
RIA
Dallas, TX
March 26, 2012 - Present
VR FUNDAMENTAL LLC·CRD# 282633
RIA
Dallas, TX
April 29, 2016 - Present
VISION RESEARCH CAPITAL·CRD# 138281
RIA
Dallas, TX
March 18, 2010 - January 6, 2012
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
BD
St. Louis, MO
February 20, 2001 - April 5, 2001
RBC CAPITAL MARKETS, LLC·CRD# 31194
BD
New York, NY
January 31, 2001 - March 1, 2001

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Current Firm

VR
VISION RESEARCH, LLC

VISION RESEARCH, LLC

CRD#: 160626
Texas
Registered Investment Advisory firm - Texas (3/26/2012 Approved)

Contact Information

Main Address

Dallas, TX

Mailing Address

5600 W Lovers Lane #116-166, Dallas, TX 75209

Phone Number

(214) 794-2826

# of Employees

4

Documents

Latest Form ADV

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Texas
(3/26/2012)

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 66 — Uniform Combined State Law Examination

Passed Feb 2001About the Series 66 exam

Series 7 — General Securities Representative Examination

Passed Jan 2001About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Robert Charles Prather JR's CRS (Customer Relationship Summary).

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