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Robert Kirk Prescott

CARRIAGE SERVICES INVESTMENT ADVISORS, INC.·HOUSTON, Texas
Clean recordCARRIAGE SERVICES INVESTMENT ADVISORS, INC.
3040 POST OAK BLVD., HOUSTON, TX 77056CRD# 6088648Firm CRD# 164325

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Kirk Prescott · HOUSTON, TX
Registration
CRD #6088648 · CARRIAGE SERVICES INVESTMENT ADVISORS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert Kirk Prescott is a registered financial advisor based in HOUSTON, Texas, affiliated with CARRIAGE SERVICES INVESTMENT ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Fee-Only Advisory
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
CARRIAGE SERVICES INVESTMENT ADVISORS, INC.
CARRIAGE SERVICES INVESTMENT ADVISORS, INC.
AUM
$273M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at CARRIAGE SERVICES INVESTMENT ADVISORS, INC. →
Services
Pension consulting
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6088648
Firm CRD# 164325
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Kirk Prescott offer?
Robert Kirk Prescott specializes in Retirement Planning, Fee-Only Advisory. Contact their office in HOUSTON, Texas for a consultation.
What are Robert Kirk Prescott's credentials?
Robert Kirk Prescott is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Kirk Prescott located?
Robert Kirk Prescott is based in HOUSTON, Texas, working with CARRIAGE SERVICES INVESTMENT ADVISORS, INC.. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does Robert Kirk Prescott charge for services?
Robert Kirk Prescott'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 CARRIAGE SERVICES INVESTMENT ADVISORS, INC.?
CARRIAGE SERVICES INVESTMENT ADVISORS, INC. has approximately 6 employees and manages $273M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CARRIAGE SERVICES INVESTMENT ADVISORS, INC.

Carl Benjamin Brink
HOUSTON, TX
George J. Klug
HOUSTON, TX
Melvin C Payne
HOUSTON, TX
Terry E. Sanford
HOUSTON, TX
Whitney Fibich
HOUSTON, TX
L. William Heiligbrodt
HOUSTON, TX

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Research
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