UBS Financial Services
47yrs
Top advisor by experience in Greensboro
24yrs
Robert Webb has worked in the financial industry for 24 years and is a fiduciary financial advisor based in Greensboro, North Carolina. After 23 years at Ameriprise Financial Services, Robert joined Kestra Advisory Services in 2026, a firm offering financial planning, investment management, and retirement plan consulting. Robert holds the CFP® designation.
One of 566 advisors with offices in Greensboro, and one of 521 fiduciaries.
At a glance
Experience24 years (since 2002)
How that compares ?More experience than 73% of advisors in North Carolina
Office3824 North Elm St Suite 101, Greensboro, NC 27455
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$618,892
Advisors at the firm1,452
States licensed ?1 state
Services through Kestra Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
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 66Uniform Combined State Law Examination
Career
- Jan 2026 – nowKestra Advisory Services, LLCCurrent firm
- 2003 – 2026Ameriprise Financial Services, LLCPreviously
- Oct 2002 – May 2003Ameriprise Financial Services, LLCPreviously
Contact Robert
(844) 553-7872Firm headquarters in Austin, TX. Ask for Robert. 3824 North Elm St Suite 101Greensboro, NC 27455Office · Get directions X (Twitter) pageKestra Advisory Services
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- 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 Kestra Advisory Services at (844) 553-7872 and ask for Robert Webb. Robert works from the Greensboro, NC office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2002, about 24 years. More experience than 73% of advisors in North Carolina.
What licenses does Robert hold?
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?
Kestra Advisory Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed 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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