Mark Lee Robare

Employer firm

Osaic Advisory Services, LLC CRD 171070

$15.5B regulatory AUM 170 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 02/2003 → 08/2024
  Triad Advisors, Inc.
  Houston, TX
• 02/2003 → Present
  The Robare Group
  Houston, TX
• 10/2019 → Present
  Triad Hybrid Solutions
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Houston, TX

Previous Registrations

• 2001-01-26 → 2020-02-03
  Robare & Jones Wealth Management
  Houston, TX
  Houston, TX
• 1990-01-04 → 2003-03-12
  Veravest Investment Advisors, Inc.
  Houston, TX

Other Businesses

1-THE ROBARE GROUP; INVESTMENT RELATED; NO ADDRESS LISTED; RIA; PARTNER; 2001; 100 HRS/MONTH; 4 HRS/DAY; COMPENSATION-76% PARTNER ;ASSET MANAGEMENT. 2)Fixed annuities,life insurance,long term care;not ivnestment related;Two Chasewood,20405 State Highway 249,Suite 350,Houston,TX 77070;insurance related;rep/agent;3/1/2000;5-10 hrs/month;less than 1 hr during trading;recommending fixed insurance products to clients as needed

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-04-25
• S63 Uniform Securities Agent State Law Examination
  1987-04-22

Designations

• Chartered Financial Consultant