Unclaimed Profile

Robert Lansing Pharr

WESTEND ADVISORS, LLC·CHARLOTTE, North Carolina

Series 3, Series 7, Series 63, Series 65, Series 66Clean record23 years registeredWESTEND ADVISORS, LLC

4064 COLONY ROAD, CHARLOTTE, NC 28211CRD# 840632Firm CRD# 133279

Profile Verification

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

Identity

Robert Lansing Pharr · CHARLOTTE, NC

Registration

CRD #840632 · WESTEND ADVISORS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WESTEND ADVISORS, LLC

WESTEND ADVISORS, LLC

Sep 2006 – Nov 2021

CHARLOTTE, NC

WESTEND ADVISORS

Jul 2003 – Dec 2004

CHARLOTTE, NC

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 63

Series 65

Series 66

Registration record

First registered · July 1, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WESTEND ADVISORS, LLC

CRD 133279 · SEC 801-63626

AUM

$1.5B

Regulatory assets under management

Employees

3,525 client accounts

Services offered by WESTEND ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at WESTEND 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 CHARLOTTE?

Browse all registered financial advisors in CHARLOTTE, North Carolina or claim this profile if it's yours.

Browse CHARLOTTE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Robert Lansing Pharr offer?

Robert Lansing Pharr specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Robert Lansing Pharr's credentials?

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

Where is Robert Lansing Pharr located?

Robert Lansing Pharr is based in CHARLOTTE, North Carolina, last registered with WESTEND ADVISORS, LLC.

How does Robert Lansing Pharr charge for services?

Robert Lansing Pharr'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 WESTEND ADVISORS, LLC?

WESTEND ADVISORS, LLC has approximately 29 employees and manages $1.5B 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 →