Unclaimed Profile

Robert Bradley Knowles

ARGENT RETIREMENT PLAN ADVISORS, LLC·NEW ORLEANS, Louisiana

Series 7, Series 24, Series 66Clean record24 years registeredARGENT RETIREMENT PLAN ADVISORS, LLC

201 ST. CHARLES AVE., NEW ORLEANS, LA 70170CRD# 4398143Firm CRD# 165031

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Bradley Knowles · NEW ORLEANS, LA

Registration

CRD #4398143 · ARGENT RETIREMENT PLAN ADVISORS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

ALLIANT RETIREMENT CONSULTING

Nov 2022 – present

ARGENT RETIREMENT PLAN ADVISORS, LLC

Oct 2012 – Nov 2022

Oklahoma City, OK

NFP SECURITIES, INC.

Feb 2009 – Oct 2012

OKLAHOMA CITY, OK

ING FINANCIAL PARTNERS, INC

Apr 2007 – Mar 2009

OVERLAND PARK, KS

TOWER SQUARE SECURITIES, INC.

Jan 2005 – Sep 2006

OKLAHOMA CITY, OK

TOWER SQUARE SECURITIES, INC.

Oct 2003 – Dec 2004

OKLAHOMA CITY, OK

INVESTMENT ADVISORS

Mar 2003 – Sep 2003

OKLAHOMA CITY, OK

ONEAMERICA SECURITIES, INC.

Apr 2002 – Jul 2002

OKLAHOMA CITY, OK

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 66

Registration record

First registered · April 3, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ARGENT RETIREMENT PLAN ADVISORS, LLC

CRD 165031 · SEC 801-78568

AUM

$948M

Regulatory assets under management

Employees

54 client accounts

Services offered by ARGENT RETIREMENT PLAN ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ARGENT RETIREMENT PLAN ADVISORS, LLC →

Introduction

Speak with Robert

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Robert is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in NEW ORLEANS?

Browse all registered financial advisors in NEW ORLEANS, Louisiana or claim this profile if it's yours.

Browse NEW ORLEANS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Robert Bradley Knowles offer?

Robert Bradley Knowles specializes in Investment Management. Contact their office in NEW ORLEANS, Louisiana for a consultation.

What are Robert Bradley Knowles's credentials?

Robert Bradley Knowles is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Bradley Knowles located?

Robert Bradley Knowles is based in NEW ORLEANS, Louisiana, working with ARGENT RETIREMENT PLAN ADVISORS, LLC. Their office serves clients in the NEW ORLEANS metropolitan area and surrounding communities.

How does Robert Bradley Knowles charge for services?

Robert Bradley Knowles's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ARGENT RETIREMENT PLAN ADVISORS, LLC?

ARGENT RETIREMENT PLAN ADVISORS, LLC has approximately 5 employees and manages $948M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →