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Robert M
Series 65
Houston, TX
Fifth Generation Advisers
Robert Maxwell III is a financial advisor at Fifth Generation Advisers in Houston, TX, holding a Series 65 credential. He has over 20 years of industry experience, including nearly two decades at AIG and three years at Corebridge Financial before joining his current firm. Fifth Generation Financial is an independent registered investment adviser offering discretionary portfolio management alongside financial planning and annual tax-planning services. The firm employs a sleeve-based investment approach with an emphasis on identifying “unreasonably unpopular” value opportunities and incorporates advanced analytics and generative large-language models in its research process.
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