RA
Robert Allen Schultz
CRD 5640026
Certified Financial Planner
Chartered Financial Consultant
Firms
| Firm | Role | As of |
|---|---|---|
| Omega Financial Group, Llc | Registered representative | 07/20/2026 |
| Argos Global Advisors, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Argos Global Advisors, Llc
Managing Member · 10% – 25% · Feb 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗