Robert Ahearn (CRD# 4505056) is an Investment Advisor Representative working at Eagle Strategies LLC in Addison, TX and has over 22 years of experience in the finance industry. Robert Ahearn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Eagle Strategies LLC | Addison, TX | Jan 2017 - Current | 7 |
Nylife Securities LLC | Addison, TX | Oct 2016 - Current | 7 |
New York Life Insurance Co | Addison, TX | Feb 2016 - Current | 8 |
Transamerica Financial Advisors, Inc. | Brea, CA | Jul 2013 - Aug 2016 | 3 |
Ahearn Notary Service | Irvine, CA | Jul 2012 - Mar 2016 | 3 |
California Choice | Orange, CA | Apr 2013 - Feb 2016 | 2 |
Word & Brown | Orange, CA | Apr 2013 - Feb 2016 | 2 |
Transamerica Life & Protection | Los Angeles, CA | Jun 2014 - Dec 2015 | 1 |
Roosters, Inc. | Irvine, CA | Sep 2012 - Dec 2015 | 3 |
World Financial Group, Inc. | Orange, CA | Jul 2013 - Jul 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2002 |
- TX
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- A percentage of assets under your management
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- Educational seminars/workshops
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