Robert Branch Email & Phone Number
Partner @ Prime Financial Group
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Robert Branch Location
- Winter Park, FL, US
Robert Branch Work
- 2022 -now Partner @
- 2003 -now Managing Partner @
- 1999 -2021 Agent @ Ameritas Life - A member of the UNIFI Companies
- 1996 -2021 Registered Representative @ Ameritas Investment Company, LLC
- 1996 -1999 Registered Representative @ The Advisors Group
Robert Branch Education
- The American College
Certified Financial Planner Certificate (CFP) (Financial Planning)
2004-2005 - The American College
Chartered Financial Consultant (ChFC) (Financial Consulting)
2002-2003 - University of Central Florida
(Business Administration)
1991-1996
Robert Branch Skills
- Estate Planning
- Portfolio Management
- Financial Advisory
- Annuities
- Series 63
- Securities
- Investments
- Asset Management
- Finance
- Retirement
- 401k
- Investment Advisory
- Disability Insurance
- Insurance
- Series 7
- Retirement Planning
- Wealth Management
- Financial Planning
Robert Branch Summary
- Robert Branch, based in Winter Park, FL, US, is currently a Partner at Prime Capital Financial. Robert Branch brings experience from previous roles at 20/20 Financial Advisers, Ameritas Life - A member of the UNIFI Companies, Ameritas Investment Company, LLC and The Advisors Group. Robert Branch holds a 2004 - 2005 Certified Financial Planner Certificate (CFP) in Financial Planning @ The American College. With a robust skill set that includes Estate Planning, Portfolio Management, Financial Advisory, Annuities, Series 63 and more. Robert Branch has 2 emails on RocketReach.
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