Vice President and Senior Financial Advisor @ (July 2012 - January 2023)
Financial Solutions Advisor @ (August 2011 - June 2012)
Investments Representative @ (November 2010 - July 2011)
Financial Advisor @ (December 2006 - November 2010)
Financial Consultant @ (May 2004 - November 2006)
Videographer @ KPIX-TV / CBS 5 (September 1999 - April 2004)
Rob Mayberry Education
The University of Kansas
BA (English Literature)
1985-1991
Leavenworth High School
Graduated
1981-1985
Rob Mayberry Skills
Wealth Management
Investment Advisory
Retirement Planning
Investments
Retirement
Series 7
Mutual Funds
Insurance
Finance
Asset Allocation
Banking
Long-term Care
Strategic Financial Planning
Investment Strategies
Equities
Financial Services
Series 63
Customer Service
Portfolio Management
Investment Management
Road
Project Management
Financial Planning
Financial Advisory
Long Term Care
Securities
Estate Planning
Blues Guitar
Financial Analysis
Strategic Financial
Rob Mayberry Summary
Rob Mayberry, based in California, United States, is currently a Managing Director, Financial Advisor, Truist Investment Services, Inc., Truist Wealth at Truist Wealth. Rob Mayberry brings experience from previous roles at City National Bank and City National Securities, Merrill Edge, Fidelity Investments and Edward Jones. Rob Mayberry holds a 1985 - 1991 BA in English Literature @ The University of Kansas. With a robust skill set that includes Wealth Management, Investment Advisory, Retirement Planning, Investments, Retirement and more. Rob Mayberry has 2 emails and 2 mobile phone numbers on RocketReach.
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