Supreme Alliance
44yrs
Top advisor by experience in Georgetown
42yrs
Robert Huntley is a financial advisor in Georgetown, Texas, with 42 years in the industry. After 18 years at LPL Financial, Robert joined CWM in 2016, a firm offering financial planning, investment management, and selecting outside investment managers. Robert’s designations include CFP® and ChFC.
At a glance
Experience42 years (since 1985)
How that compares ?Top 2% by experience in Texas
Office1629 Rivery Blvd #102, Georgetown, TX 78628
FirmCWM
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$875,860
Advisors at the firm620
States licensed ?1 state
Services through CWM
Financial planningInvestment management for individuals and small businessesChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2016 – nowCWM, LLCCurrent firm
- 1999 – 2016LPL Financial LLCPreviously
Contact Robert
(402) 330-0808Firm headquarters in Omaha, NE. Ask for Robert. 1629 Rivery Blvd #102Georgetown, TX 78628Office · Get directions
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call CWM at (402) 330-0808 and ask for Robert Huntley. Robert works from the Georgetown, TX office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1985, about 42 years. Top 2% by experience in Texas.
What licenses does Robert hold?
Series 63. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Robert paid?
CWM reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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