Best Investors Account Sign in
Inactive

Robert Lawrence Engels

Cmg Wealth Management

Plano, TX

Claim This Profile
Current Employers
Cmg Wealth Management

2500 Dallas Parkway, Suite 400, Plano, TX 75093 • United States

Current Registrations

AuthorityCategoryStatusDate
AR RA APPROVED 2023-11-23
FL RA APPROVED 2023-06-13
CA RA APPROVED 2023-04-14
LA RA APPROVED 2023-04-14
TX RA APPROVED 2023-04-14
  • AR RA
    APPROVED
    Since 2023-11-23
  • FL RA
    APPROVED
    Since 2023-06-13
  • CA RA
    APPROVED
    Since 2023-04-14
  • LA RA
    APPROVED
    Since 2023-04-14
  • TX RA
    APPROVED
    Since 2023-04-14

Branch Locations

2500 Dallas Parkway, Suite 400, Plano, TX 75093 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Westlake TX 06/2020 12/2022
Wells Fargo Financial Network Plano TX 06/2019 08/2019
Wells Fargo Advisors Plano TX 06/2018 08/2018
Wells Fargo Advisors Plano TX 06/2017 08/2017
Southern Methodist University Dallas TX 08/2016 06/2017
Stonebriar Country Club Frisco TX 06/2016 12/2016
Student Fayetteville AR 08/2016 06/2020
Cmg Wealth Management Plano TX 01/2023 Present
  • 06/2020 → 12/2022
    Fidelity Investments
    Westlake, TX
  • 06/2019 → 08/2019
    Wells Fargo Financial Network
    Plano, TX
  • 06/2018 → 08/2018
    Wells Fargo Advisors
    Plano, TX
  • 06/2017 → 08/2017
    Wells Fargo Advisors
    Plano, TX
  • 08/2016 → 06/2017
    Southern Methodist University
    Dallas, TX
  • 06/2016 → 12/2016
    Stonebriar Country Club
    Frisco, TX
  • 08/2016 → 06/2020
    Student
    Fayetteville, AR
  • 01/2023 → Present
    Cmg Wealth Management
    Plano, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-14
S63 Uniform Securities Agent State Law Examination 2020-09-23
  • S66 Uniform Combined State Law Examination
    2023-04-14
  • S63 Uniform Securities Agent State Law Examination
    2020-09-23
Other Names
  • Robert Engels

View on SEC IAPD

Other Firms

VANGUARD ADVISERS, INC.
TTFCM LLC
BBAE ADVISORS LLC
PARADIGM GROUP
CAISHEN FINANCIAL
EVERGREEN WEALTH ADVISORS
EDWARD JONES
KICKING HORSE INVESTMENT MANAGEMENT, LLC

Other Investors

John Wayne Purvis
Guy Rene Mondjii
GREGORY THOMAS HANSEN
CLAYBORN PAUL MCCLINTON
BRIAN Michael STRANGE
Seth Gregory Downing
GEORGE ALBERT CENTENO
ERIC RAY FRANCIS

Other Offices

VANGUARD ADVISERS, INC. · PLANO, TX
VANGUARD ADVISERS, INC. · PLANO, TX
VANGUARD ADVISERS, INC. · Plano, TX
VANGUARD ADVISERS, INC. · Plano, TX
VANGUARD ADVISERS, INC. · Plano, TX
TTFCM LLC · PLANO, TX
BBAE ADVISORS LLC · PLANO, TX
PARADIGM GROUP · PLANO, TX

More in Plano, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor