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Robert Leroy Myers

Advisor at OSAIC — Blairsville, PA

Updated today

Credentials

Series 63, Series 65

Experience

43 years

Location

Blairsville, PA 15717

OSAIC logo

OSAIC

Institution

Total advisors

7,828

Across 3,562 offices

Clients per advisor

73 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

About

Robert Myers is a financial advisor at OSAIC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at FSC Securities Corporation for 22 years. Outside of his advisory work, he owns mineral rights that generate royalties from gas wells and also operates as an independent insurance agent offering fixed insurance products. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and portfolio construction utilizing various investment vehicles and third-party money managers.

Client services

Based on OSAIC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on OSAIC

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on OSAIC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.

Commissions

Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.

Project-based

Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.

Other

Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.

Location

See office

Blairsville, PA

155 E. Market Street, Suite 1

Blairsville PA 15717

Advisors at this office

1

Most active in

Pennsylvania · Texas

Work history

43 years of industry experience

OSAIC

2023 - Present • 3 years

Blairsville, PA

FSC securities corporation

2001 - 2023 • 22 years

Blairsville, PA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Robert R

Series 66

Latrobe, PA

Rodino Wealth Management LLC

Robert Rodino Jr. is the founder and sole advisor of Rodino Wealth Management LLC, an independent advisory firm based in Latrobe, PA. He holds a Series 66 designation and has two years of experience in the financial industry, including prior work with Ameriprise. In addition to his advisory role, Rodino maintains a licensed insurance agent activity with limited time devoted to insurance sales. Rodino Wealth Management LLC provides discretionary and non-discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm tailors investment strategies to client goals and risk tolerances, conducts quarterly reviews including rebalancing and tax-loss harvesting, and manages each account separately through a designated custodian.

General estate planning guidance Charitable giving & philanthropy
user avatar

Ashley V

Series 63, Series 65

Greensburg, PA

TCP Asset Management, LLC

Ashley Varner is a financial advisor at TCP Asset Management, LLC with over 30 years of industry experience. She has held roles at United Planners, H. Beck, Inc., and operated Varner Financial Group, Inc. She is also involved in non-variable insurance activities in Greensburg, PA. TCP Asset Management, LLC serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, providing discretionary portfolio management and financial planning with a long-term investment approach. The firm manages approximately $822 million in assets across 18 advisors and does not impose an account minimum.

Annuities
user avatar

John R

Series 63, Series 65

Greensburg, PA

TCP Asset Management, LLC

John Rutter is an associate wealth advisor at TCP Asset Management, LLC in Greensburg, PA, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Varner Financial Group Inc. and United Planners Financial Services. TCP Asset Management advises individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, offering discretionary portfolio management, financial planning, and estate-planning referrals. The firm employs both fundamental and technical analysis with a long-term trading approach and manages approximately $822 million in assets across 18 advisors.

Annuities
user avatar

Ethan G

Series 66

Latrobe, PA

Mutual Advisors, LLC

Ethan Greek is a financial advisor with Mutual Advisors, LLC, holding a Series 66 designation and bringing nine years of industry experience. Prior to joining Mutual Advisors in 2019, he worked at BPU Investment Management, Inc. from 2016 to 2019. Outside of investment advisory, he operates as an independent insurance agent and serves as a notary public. Mutual Advisors provides investment management, financial planning, ERISA plan advisory, and third-party money manager selection to a diverse client base, including individuals, high-net-worth clients, trusts, retirement plans, and institutional investors such as sovereign wealth funds. The firm combines institutional capabilities with operational flexibility, managing approximately $8.5 billion in assets and offering both discretionary and non-discretionary portfolio management using a mix of active and passive strategies.

Annuities Options & derivatives strategies
user avatar

Ronald P

ChFC®, Series 63

Latrobe, PA

Mutual Advisors, LLC

Ronald Panichelle is a ChFC® and Series 63 credentialed advisor with 44 years of industry experience. He has worked at Mutual Advisors, LLC since 2019 and previously spent over three decades at Nationwide Advisory Services, Inc. and Nationwide Insurance Company. Outside of his advisory role, he serves as Vice President of Panichelle Financial Group, LLC, an insurance agency specializing in property and casualty insurance. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through a network of 123 advisors. The firm provides asset management, financial consulting, ERISA plan advisory, and other services to individuals, institutional investors, trusts, and retirement plans, employing a combination of passive and active investment strategies tailored to client objectives.

Annuities Options & derivatives strategies
user avatar

Jacquelyn R

Series 63, Series 65

Bolivar, PA

IP Financial Advisory Services LLC

Jacquelyn Robinson is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Her work history includes roles at Nationwide Insurance and Nationwide Securities, and she is also the owner of Robinsons Computer Services, a company providing computer sales, training, website design, and tax preparation. Additionally, she serves as secretary on the board of directors for All Abilities, a nonprofit organization. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm uses a range of analytical approaches and offers access to third-party investment advisors, with an emphasis on clients other than high-net-worth individuals.

Business succession planning Charitable giving & philanthropy Income planning Long-term care insurance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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