Robert affiliated with LPL Financial to gain access to the world-class resources of a publicly traded company where he would best be able to serve his clients.
By partnering with Kevin Carswell, an industry veteran with decades of brokerage and advising experience, Robert has the resources and independence to create custom portfolios and wealth planning strategies. Robert and Kevin established Azalea Wealth Partners to offer clients the most objective, trustworthy, and timely financial advice possible with a particular focus on the east Texas, Dallas-Fort Worth, and northwest Louisiana communities.
Robert brings extensive experience to the work of wealth management from the fields of small business ownership, insurance, research, and project management. A natural educator and coach, he has taught courses most recently in the east Texas community at the University of Texas at Tyler and LeTourneau University in Longview in addition to operating a successful consulting business. He now enjoys combining all these areas of experience in educating and advising clients how to navigate the financial markets and investment strategies.
Robert is also a graduate of Ouachita Baptist University. He lives in Tyler with his wife, Michele, and two daughters. They are active at Whitehouse ISD and in the Tyler and Whitehouse communities.
REGISTRATIONS HELD WITH LPL FINANCIAL
FINRA: Robert Hand – CRD #7292597
SIE – Securities Industry Essentials Examination
Series 7TO – General Securities Representative Examination
Series 66 – Uniform Combined State Law Examination
Registered in AR, CA, CO, CT, FL, LA, MI, OR, TX
REGISTRATIONS HELD WITH ADVISORS RESOURCE COUNCIL, A REGISTERED INVESTMENT ADVISOR
Series 66 – Uniform Combined State Law Examination
Registered in TX
INSURANCE REGISTRATION
Texas Department of Insurance
License Number 2742543
General Lines
Life, Accident, Health & HMO
Louisiana Department of Insurance
License Number 954447
Accident and Health or Sickness
Life, Variable Life, and Variable Annuity