Robert M. Tankesley

MARMO FINANCIAL GROUP

CANTON, GA

Some features on this profile are disabled

CRD#: 4487552

Professional summary

Robert Mckinney Tankesley III, CFP®, who also goes by Bob Tankesley, is a registered financial advisor currently at MARMO FINANCIAL GROUP, LLC located in Canton, Georgia.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Robert has worked at 6 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bob Tankesley

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.

4/2025 Walden Mergers & Acquisitions; Principal; Not Investment Related; 9040 Roswell Road, Suite 410, Atlanta, Georgia 30350; Mergers & Acquisitions for Boutiques; Principal; 20-40 Hours/Month; 10-20 Hours/during security hours; Sell- businesses to outside buyers. INSURANCE SALES NON-INVESTMENT RELATED 801Sunset Drive, A1, Johnson City TN 37604 SALES OF INSURANCE AND ANNUITY PRODUCTS STARTED 09/2001 50 HOURS A MONTH ALL DURING TRADING HOURS SELL INSURANCE AND ANNUITY PRODUCTS TO INDIVIDUALS BUSINESS OWNERS AND PROFESSIONALS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Mckinney Tankesley III's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

CRD#: 39164

LAKE WORTH, FL

Past

January 16, 2002 - December 3, 2002

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MARMO FINANCIAL GROUP, LLC

CRD#: 143816 / SEC#: 801-113718

RIA

Registered Investment Advisory firm - (7/30/2018 Approved)

Louisiana

Registered Investment Advisory firm - (8/8/2018 Terminated)

North Carolina

Registered Investment Advisory firm - (8/7/2018 Terminated)

Tennessee

Registered Investment Advisory firm - (8/9/2018 Terminated)

Texas

Registered Investment Advisory firm - (8/7/2018 Terminated)

Virginia

Registered Investment Advisory firm - (8/7/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

Georgia
(8/24/2023)

IAR

Tennessee
(7/18/2023)

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

State Security Law Exam

IAR

Series 66

Date: 1/28/2002

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 1/15/2002

General Securities Representative Examination

Current Firm

MARMO FINANCIAL GROUP, LLC

CRD#: 143816 / SEC#: 801-113718

RIA

Registered Investment Advisory firm - (7/30/2018 Approved)

Louisiana

Registered Investment Advisory firm - (8/8/2018 Terminated)

North Carolina

Registered Investment Advisory firm - (8/7/2018 Terminated)

Tennessee

Registered Investment Advisory firm - (8/9/2018 Terminated)

Texas

Registered Investment Advisory firm - (8/7/2018 Terminated)

Virginia

Registered Investment Advisory firm - (8/7/2018 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

801 Sunset Drive Bldg A, Suite One, Johnson City, TN 37604

Mailing Address

Phone number

(423) 282-0514

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MARMO FINANCIAL GROUP, LLC COMPLETE BROCHURE (3/21/2025)

Regulatory assets under management

Total Number of Accounts	1,710
AUM (Assets Under Management)	$ 248,773,651

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Robert M. Tankesley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Mckinney Tankesley III's CRS (Customer Relationship Summary).

Certified licenses

Experience

UNIFY WEALTH

UNIFY WEALTH

PRIVATE WEALTH COUNSEL, LLC

LEGACY PLANNING SERVICES, LLC

1ST DISCOUNT BROKERAGE, INC.

SUNAMERICA SECURITIES, INC.

Primary Firm SEC Registration

MARMO FINANCIAL GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/28/2002

Series 7

Date: 1/15/2002

Current Firm

MARMO FINANCIAL GROUP, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MARMO FINANCIAL GROUP, LLC

TRUST BUT VERIFY

Similar Advisors