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Overview

Services

Advisor Services

  • Financial Planning

  • Pension Consulting

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Dave Ramsey Investment Elp affiliates 10 years, 4 months Oct 2005 - Present
Investment Advisors 15 years, 11 months Mar 2000 - Present
Are You
Robert Stout Massey?
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Designations & Memberships

Membership information not available

Articles and Answers

Insights by Robert Massey

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    1
  • as of date
    Feb 5, 2016
FINRA
FINRA
  • license status
    Registered
  • disclosures
    1
  • as of date
    Nov 10, 2014
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Investment Advisors

Last updated on Dec. 18, 2015
    • $2.5B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 17K
      Accounts
    • $149.6K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions
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