Merrill
46yrs
Top advisor by experience in York
13yrs
Robert Halbert
Financial advisor at Ameriprise Financial Services
Robert Halbert has worked in the financial industry for 13 years and is a fiduciary financial advisor based in York, Pennsylvania. Robert has been with Ameriprise Financial Services since 2026; before that, Robert spent 12 years at Edward Jones. Robert holds the CFP® designation.
One of 241 advisors with offices in York, and one of 225 fiduciaries.
At a glance
Experience13 years (since 2014)
How that compares ?13 years in the industry
Office2315 N Susquehanna Trail Suite D, York, PA 17404
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?1 state
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther 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 66Uniform Combined State Law Examination
Career
- Jan 2026 – nowAmeriprise Financial Services, LLCCurrent firm
- 2014 – 2026Edward JonesPreviously
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 Ameriprise Financial Services at 612-671-3131 and ask for Robert Halbert. Robert works from the York, PA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2014, about 13 years. 13 years in the industry.
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?
Ameriprise Financial 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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