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Advisors / Texas / Richland Hills
22yrs

Robert Ring

Financial advisor at Planmember Securities

Robert Ring has worked in the financial industry for 22 years and is a fiduciary financial advisor based in Richland Hills, Texas. After three years at Advisor Resource Council and two years at LPL Financial, Robert joined Planmember Securities in 2015, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.

One of 3 advisors with offices in Richland Hills, and one of 2 fiduciaries.

Richland Hills, TXFiduciary advisor

At a glance

Experience22 years (since 2004)
How that compares ?More experience than 71% of advisors in Texas
OfficeRichland Hills, TX
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$132,363
Advisors at the firm442
States licensed ?1 state

Services through Planmember Securities

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services

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

Licenses

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

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2015 – now
  2. 2012 – 2015
  3. 2010 – 2013
  4. 2008 – 2010
    Chase Investment Services Corp.Previously
  5. Oct 2006 – Feb 2008
  6. Feb 2005 – Sep 2005

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

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About Robert

How do I contact Robert?

Call Planmember Securities at 805-684-1199 and ask for Robert Ring. Robert works from the Richland Hills, TX office.

How long has Robert been a financial advisor?

Robert has been in the industry since 2004, about 22 years. More experience than 71% of advisors in Texas.

What licenses does Robert hold?

Series 63, Series 65. 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?

Planmember Securities reports being paid by a percentage of the assets they manage, hourly fees, 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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