Robert Allen Schultz
Investment adviser representative at Argos Global Advisors, LLC
14 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$13MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Argos Global Advisors, LLCMay 2019 to now
- Omega Financial Group, LLCJun 2012 to now
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (CA).
Argos Global Advisors, LLC
$13MAssets managed
1Clients
3Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5640026
- Firm CRD
- 287672