Robert R. Blount
Professional summary
Robert Rowland Blount, who also goes by Rowe Blount, is a registered financial advisor currently at PIVOT INVESTMENT PLANNING, LLC located in San Antonio, Texas.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Robert has worked at 6 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert Rowland Blount's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 20, 2024 - Present
PIVOT INVESTMENT PLANNING, LLC
Office #1: 8610 Broadway Suite 251, San Antonio, TX 78217January 9, 2023 - January 2, 2024
VALMARK ADVISERS, INC.
January 9, 2023 - January 2, 2024
VALMARK SECURITIES, INC.
September 20, 2022 - January 9, 2023
LION STREET ADVISORS, LLC
September 20, 2022 - January 9, 2023
LION STREET FINANCIAL, LLC
December 9, 2021 - August 10, 2022
TRANSAMERICA FINANCIAL ADVISORS, LLC
October 20, 2021 - August 10, 2022
TRANSAMERICA FINANCIAL ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/20/2024)
Exams
Series 6TO
Date: 10/19/2021
Investment Company Products/Variable Contracts Representative ExaminationCurrent Firm
PIVOT INVESTMENT PLANNING, LLC
CRD#: 328568 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 55 |
| AUM (Assets Under Management) | $ 45,664,896 |
Red Flags
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