Unclaimed Profile

Robert Barclift Borden

HFG WEALTH MANAGEMENT, LLC·THE WOODLANDS, Texas

Series 6, Series 7, Series 24, Series 65, Series 66Clean record14 years registeredHFG WEALTH MANAGEMENT, LLC

1790 HUGHES LANDING,SUITE 350, THE WOODLANDS, TX 77380CRD# 3093802Firm CRD# 148406

Profile Verification

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

Identity

Robert Barclift Borden · THE WOODLANDS, TX

Registration

CRD #3093802 · HFG WEALTH MANAGEMENT, LLC · 14 years registered

Brand Profile

Not yet started

Career History

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Jun 2025 – present

MARINER WEALTH

Feb 2022 – Jun 2025

Amarillo, TX

MERCER GLOBAL ADVISORS INC.

Jan 2021 – Jan 2022

HOUSTON, TX

BELLATORE FINANCIAL, INC.

Jan 2019 – Sep 2020

SAN JOSE, CA

HFG WEALTH MANAGEMENT, LLC

Jun 2018 – Sep 2020

THE WOODLANDS, TX

SYMPHONY FINANCIAL, LTD. CO.

Jun 2017 – Jan 2018

Houston, TX

PAUL COMSTOCK PARTNERS

Sep 2011 – Sep 2016

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 65

Series 66

Registration record

First registered · September 9, 2011

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HFG WEALTH MANAGEMENT, LLC

CRD 148406 · SEC 801-69751

AUM

$406M

Regulatory assets under management

Employees

1,386 client accounts

Services offered by HFG WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HFG WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Robert Barclift Borden offer?

Robert Barclift Borden specializes in Financial Planning, Investment Management. Contact their office in THE WOODLANDS, Texas for a consultation.

What are Robert Barclift Borden's credentials?

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

Where is Robert Barclift Borden located?

Robert Barclift Borden is based in THE WOODLANDS, Texas, working with HFG WEALTH MANAGEMENT, LLC. Their office serves clients in the THE WOODLANDS metropolitan area and surrounding communities.

How does Robert Barclift Borden charge for services?

Robert Barclift Borden'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 HFG WEALTH MANAGEMENT, LLC?

HFG WEALTH MANAGEMENT, LLC has approximately 12 employees and manages $406M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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