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Robert P. Thacker

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CRD#: 6197443
RT

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 Paul Thacker, CFP® was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 2013. Robert had worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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®
CFP®

Certified Financial Planner

Experience

Past

February 28, 2017 - November 3, 2022

TRUE NORTH FINANCIAL COUNSELING, LLC

RIA
CRD#: 286630
NELLYSFORD, VA
Past

October 8, 2013 - October 20, 2016

UNITED CAPITAL FINANCIAL ADVISORS

RIA
CRD#: 134600
BETHESDA, MD
Past

August 20, 2013 - October 14, 2016

GIRARD SECURITIES, INC.

BD
CRD#: 18697
BETHESDA, MD

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
IAR
Series 66
Date: 9/19/2013
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/14/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/20/2013
General Securities Representative Examination

Current Firm

TN
TRUE NORTH FINANCIAL COUNSELING, LLC
TRUE NORTH FINANCIAL COUNSELING, LLC

CRD#: 286630 / SEC#:

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Contact information

Main Address
Nellysford, VA
Mailing Address
Phone number
(571) 643-5820
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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

TRUE NORTH FINANCIAL COUNSELING, LLC

CRD#: 286630

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