Robert Francis
Investment adviser representative at Wealth Intelligently Navigated, LLC
11 yearsExperience
1 stateRegistered in
$532.9MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Wealth Intelligently Navigated, LLCJun 2026 to now
- The Fiduciary Alliance / Parallel FinancialJan 2026 to now
- Goldsman SachsSep 2021 to Dec 2025
- Db USA Core Corporation (affiliate of Dbsi)Jan 2018 to Sep 2021
- Deutsche Bank Securities, Inc.Jun 2015 to Dec 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (SC).
Wealth Intelligently Navigated, LLC
$532.9MAssets managed
408Clients
7Advisers
Under 1 yearIn 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
- 6561087
- Firm CRD
- 340998