Robert B.

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Barnstable, Massachusetts, United States

My Purpose

Professionally, find and help individuals build wealth through things like passive income, leverage, multiple streams, etc.

Experience Summary

Started in Tech in the 90's, and which turned into direct sales as the millennium changed. Always had an interest in math, leverage, trading, passive income, multiple streams of it, etc. Eventually evolving my professional duties to investing, leading me to get my licenses, and leverage and include all my experience, education and interests into being a premier financial advisor and investment professional.

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Senior Financial Associate

Legacy Grove Group

Aug, 2026 - Present • 2 mos 29 days - Full time

I help people make the financial decisions that they cant afford to get wrong.

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Afghanistan (AF) +93
Albania (AL) +355
Algeria (DZ) +213
Andorra (AD) +376
Angola (AO) +244
Antigua and Barbuda (AG) -267
Argentina (AR) +54
Armenia (AM) +374
Australia (AU) +61
Austria (AT) +43
Azerbaijan (AZ) +994
Bahamas (BS) -241
Bahrain (BH) +973
Bangladesh (BD) +880
Barbados (BB) -245
Belarus (BY) +375
Belgium (BE) +32
Belize (BZ) +501
Benin (BJ) +229
Bhutan (BT) +975
Bolivia (BO) +591
Bosnia and Herzegovina (BA) +387
Botswana (BW) +267
Brazil (BR) +55
Brunei (BN) +673
Bulgaria (BG) +359
Burkina Faso (BF) +226
Burundi (BI) +257
Cabo Verde (CV) +238
Cambodia (KH) +855
Cameroon (CM) +237
Canada (CA) +1
Central African Republic (CF) +236
Chad (TD) +235
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Comoros (KM) +269
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Congo ( Democratic Republic of the CD) +243
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Cuba (CU) +53
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Czech Republic (CZ) +420
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Djibouti (DJ) +253
Dominica (DM) -766
Dominican Republic (DO) -808
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El Salvador (SV) +503
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Estonia (EE) +372
Eswatini (SZ) +268
Ethiopia (ET) +251
Fiji (FJ) +679
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France (FR) +33
Gabon (GA) +241
Gambia (GM) +220
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Guatemala (GT) +502
Guinea (GN) +224
Guinea-Bissau (GW) +245
Guyana (GY) +592
Haiti (HT) +509
Honduras (HN) +504
Hungary (HU) +36
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Latvia (LV) +371
Lebanon (LB) +961
Lesotho (LS) +266
Liberia (LR) +231
Libya (LY) +218
Liechtenstein (LI) +423
Lithuania (LT) +370
Luxembourg (LU) +352
Madagascar (MG) +261
Malawi (MW) +265
Malaysia (MY) +60
Maldives (MV) +960
Mali (ML) +223
Malta (MT) +356
Marshall Islands (MH) +692
Mauritania (MR) +222
Mauritius (MU) +230
Mexico (MX) +52
Micronesia (FM) +691
Moldova (MD) +373
Monaco (MC) +377
Mongolia (MN) +976
Montenegro (ME) +382
Morocco (MA) +212
Mozambique (MZ) +258
Myanmar (MM) +95
Namibia (NA) +264
Nauru (NR) +674
Nepal (NP) +977
Netherlands (NL) +31
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Niger (NE) +227
Nigeria (NG) +234
North Korea (KP) +850
North Macedonia (MK) +389
Norway (NO) +47
Oman (OM) +968
Pakistan (PK) +92
Palau (PW) +680
Palestine (PS) +970
Panama (PA) +507
Papua New Guinea (PG) +675
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Peru (PE) +51
Philippines (PH) +63
Poland (PL) +48
Portugal (PT) +351
Qatar (QA) +974
Romania (RO) +40
Russia (RU) +7
Rwanda (RW) +250
Saint Kitts and Nevis (KN) -868
Saint Lucia (LC) -757
Saint Vincent and the Grenadines (VC) -783
Samoa (WS) +685
San Marino (SM) +378
Sao Tome and Principe (ST) +239
Saudi Arabia (SA) +966
Senegal (SN) +221
Serbia (RS) +381
Seychelles (SC) +248
Sierra Leone (SL) +232
Singapore (SG) +65
Slovakia (SK) +421
Slovenia (SI) +386
Solomon Islands (SB) +677
Somalia (SO) +252
South Africa (ZA) +27
South Korea (KR) +82
South Sudan (SS) +211
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Sri Lanka (LK) +94
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Tanzania (TZ) +255
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Timor-Leste (TL) +670
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Securities Training Corporation

Degree: Licenses • Jan, 2024 – Apr, 2024

Licensed Insurance Producer (Life and Health), SIE, Series 7, 62, 65, 66.

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Senior Financial Associate