Robert George Falconer
Investment adviser representative at Guardian Wealth Advisors, LLC
11 yearsExperience
2 statesRegistered in
$2.7BFirm assets
6 yearsFirm 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
- Pension consulting
Experience
11 years in the industry.
- Private Client ServicesNov 2023 to now
- Guardian Wealth Advisors, LLCOct 2023 to now
- LPL Financial, LLCSep 2021 to Oct 2023
- Mass Mutual Life Insurance Co/polaris AdvisorsFeb 2021 to Sep 2021
- MML Investors ServicesFeb 2021 to Sep 2021
- UnemployedSep 2020 to Feb 2021
- Eastward Ho Golf ClubMay 2020 to Sep 2020
- Polaris AdvisorsMay 2019 to Aug 2019
- Pine Brook Country ClubApr 2019 to Jun 2019
- Bentley UniversityAug 2016 to May 2020
- Titleist Golf CompanyApr 2015 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (NC, PA).
Guardian Wealth Advisors, LLC
$2.7BAssets managed
2,262Clients
33Advisers
6 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
- 7119582
- Firm CRD
- 305412