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Robert Beatty Fincher

RESOURCE PARTNERS LLC·HICKORY, North Carolina
SIE, Series 7, Series 66Clean record24 years registeredRESOURCE PARTNERS LLC
10 13TH AVENUE NW, HICKORY, NC 28601CRD# 4271312Firm CRD# 114288

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Beatty Fincher · HICKORY, NC
Registration
CRD #4271312 · RESOURCE PARTNERS LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

LPL FINANCIAL LLC
Sep 2019 – present
SAGEPOINT FINANCIAL, INC.
Sep 2016 – Sep 2019
HICKORY, NC
RESOURCE PARTNERS LLC
Apr 2006 – Feb 2017
HICKORY, NC
RAYMOND JAMES FINANCIAL SERVICES
Mar 2006 – Apr 2006
HICKORY, NC
UBS FINANCIAL SERVICES INC.
Dec 2001 – Mar 2006
HICKORY, NC
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · December 31, 2001
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
RESOURCE PARTNERS LLC
CRD 114288 · SEC 801-68076
AUM
$236M
Regulatory assets under management
Employees
8
772 client accounts
Services offered by RESOURCE PARTNERS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at RESOURCE PARTNERS LLC →
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05

Frequently Asked Questions

What services does Robert Beatty Fincher offer?
Robert Beatty Fincher specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HICKORY, North Carolina for a consultation.
What are Robert Beatty Fincher's credentials?
Robert Beatty Fincher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Beatty Fincher located?
Robert Beatty Fincher is based in HICKORY, North Carolina, working with RESOURCE PARTNERS LLC. Their office serves clients in the HICKORY metropolitan area and surrounding communities.
How does Robert Beatty Fincher charge for services?
Robert Beatty Fincher's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third party advisory fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RESOURCE PARTNERS LLC?
RESOURCE PARTNERS LLC has approximately 8 employees and manages $236M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at RESOURCE PARTNERS LLC

Carl Vernon Cline
HICKORY, NC
Sherrill Franklin Young
HICKORY, NC
ChFC
Sherrill Franklin Young
HICKORY, NC

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Nearby cities in North Carolina
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