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Robert Francis

WEALTH INTELLIGENTLY NAVIGATED
GREER, SC 29650
Some features on this profile are disabled
CRD#: 6561087
RF
Robert FrancisWEALTH INTELLIGENTLY NAVIGATED

Professional summary

Robert Francis, who also goes by Robert Alexander Francis, is a registered financial advisor currently at WEALTH INTELLIGENTLY NAVIGATED, LLC located in Greer, South Carolina.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Robert has worked at 3 firms and has passed the Series 65, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Robert Alexander Francis

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) - RIA

Click below to view Robert Francis'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®
None

Experience

Current

July 2, 2026 - Present

WEALTH INTELLIGENTLY NAVIGATED, LLC

Office #1: 26 Parkway Commons Way, Greer, SC 29650
RIA
CRD#: 340998
GREER, SC
Past

March 17, 2026 - July 1, 2026

THE FIDUCIARY ALLIANCE

RIA
CRD#: 284924
GREER, SC
Past

April 11, 2016 - September 30, 2021

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
NEW YORK, NY

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
South Carolina
(7/2/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/14/2026
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/11/2016
General Securities Representative Examination

Current Firm

WI
WEALTH INTELLIGENTLY NAVIGATED, LLC
WEALTH INTELLIGENTLY NAVIGATED, LLC

CRD#: 340998 / SEC#: 801-135630

RIA
Registered Investment Advisory firm - (3/31/2026 120-Day Approval)
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Contact information

Main Address
149 West Main Street Suite B, Spartanburg, SC 29306
Mailing Address
Phone number
(540) 226-1254
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WIN ADV 2A (4/1/2026)
0

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

WEALTH INTELLIGENTLY NAVIGATED, LLC

CRD#: 340998Greer, SC 29650

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