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Advisors / Texas / El Paso
25yrs

Robert Halter

Financial advisor at Wells Fargo Advisors

Robert Halter has worked in the financial industry for 25 years and is a fiduciary financial advisor based in El Paso, Texas. After five years at A. G. Edwards & Sons, Robert joined Wells Fargo Advisors in 2021, a firm offering financial planning, investment management, and retirement plan consulting. Robert holds the CFP® designation.

One of 269 advisors with offices in El Paso, and one of 255 fiduciaries.

El Paso, TX 79912CFP®Top 25% by experience in El PasoFiduciary advisor

At a glance

Experience25 years (since 2001)
How that compares ?Top 25% by experience in El Paso
Office124 W Castellano Suite 202, El Paso, TX 79912
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?1 state

Services through Wells Fargo Advisors

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2021 – now
  2. 2008 – 2021
  3. 2002 – 2008
    A. G. Edwards & Sons, Inc.Previously

Questions to ask Robert

Tailored to Robert’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Robert

How do I contact Robert?

Call Wells Fargo Advisors at (314) 875-3000 and ask for Robert Halter. Robert works from the El Paso, TX office.

How long has Robert been a financial advisor?

Robert has been in the industry since 2001, about 25 years. Top 25% by experience in El Paso.

What licenses does Robert hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Robert a fiduciary?

Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Robert paid?

Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. 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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