Robert W. Klinker
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 William Klinker was a registered financial professional .
Robert is a previously registered financial professional and started their career in finance in 2008. Robert had worked at 2 firms and has passed the Series 66 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 29, 2012 - January 31, 2023
GROGAN ADVISORY SERVICES, LLC
August 22, 2008 - May 2, 2011
TRUIST INVESTMENT SERVICES, INC.
July 1, 2008 - May 2, 2011
TRUIST INVESTMENT SERVICES, INC.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
GROGAN ADVISORY SERVICES, LLC
CRD#: 156611 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 55 |
| AUM (Assets Under Management) | $ 8,000,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
