Robert Halter

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  El Paso, TX
• 11/2016 → 04/2021
  Wells Fargo Clearing Services, Llc
  El Paso, TX
• 04/2021 → Present
  Wells Fargo Advisors Financial Network, Llc
  El Paso, TX

Previous Registrations

• 2008-01-01 → 2021-04-08
  Wells Fargo Clearing Services, Llc
  Alpine, TX
  El Paso, TX
• 2002-07-23 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  El Paso, TX
  El Paso, TX
  St. Louis, MO

Other Businesses

MONTOYA-HALTER LLC, INV RELATED, EL PASO, TX, 100% OWNERSHIP, START 4/8/2021, 5 HRS PER MONTH, 0 HRS DURING TRADING, FINET PRACTICE. HIGH RIDGE WEALTH MANAGEMENT LLC, INV RELATED, EL PASO, TX, 33% OWNERSHIP, START 4/8/2021, 10 HRS PER MONTH, 5 HRS DURING TRADING, FINET PRACTICE. TRUSTEE FOR MOTHER ; INV RELATED;RANCHO MIRAGE,CA; MOM'S ESTATE AND TRUST ACCOUNTS DISTRIBUTION; TRUSTEE/CO-TRUSTEE; START DATE: 11/19/2023; 2 HRS PER MONTH; 2 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2002-07-22
• S63 Uniform Securities Agent State Law Examination
  2001-12-06

Designations

• Certified Financial Planner

Other Names

• Bob John Halter
• Robert John Halter
• Robert John Halter