Unclaimed Profile

Robert Halden Spaulding

TRUSTMARK INVESTMENT ADVISORS, INC.·JACKSON, Mississippi

Series 65Clean record22 years registeredTRUSTMARK INVESTMENT ADVISORS, INC.

1701 LAKELAND DRIVE, JACKSON, MS 39216CRD# 4595381Firm CRD# 118826

Profile Verification

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

Identity

Robert Halden Spaulding · JACKSON, MS

Registration

CRD #4595381 · TRUSTMARK INVESTMENT ADVISORS, INC. · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TRUSTMARK INVESTMENT ADVISORS, INC.

TRUSTMARK INVESTMENT ADVISORS, INC.

Sep 2003 – Jul 2020

JACKSON, MS

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 1, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRUSTMARK INVESTMENT ADVISORS, INC.

CRD 118826 · SEC 801-60966

AUM

$2.6B

Regulatory assets under management

Employees

1 client accounts

Services offered by TRUSTMARK INVESTMENT ADVISORS, INC.

Per Form ADV

Financial planning

Selection of other advisers

Market timing services

Client types served by the firm

Per Form ADV

High Net Worth Individuals

View all advisors at TRUSTMARK INVESTMENT ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Robert Halden Spaulding offer?

Robert Halden Spaulding specializes in Financial Planning, Wealth Management, Fee-Only Advisory.

What are Robert Halden Spaulding's credentials?

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

Where is Robert Halden Spaulding located?

Robert Halden Spaulding is based in JACKSON, Mississippi, last registered with TRUSTMARK INVESTMENT ADVISORS, INC..

How does Robert Halden Spaulding charge for services?

Robert Halden Spaulding's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRUSTMARK INVESTMENT ADVISORS, INC.?

TRUSTMARK INVESTMENT ADVISORS, INC. has approximately 11 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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