Robert has practiced public accounting since 1982 and became a shareholder with the firm in 1987. He obtained his CERTIFIED FINANCIAL PLANNER™ certification in 1994. In addition, Robert has passed the FINRA Series 7* & 66* exams and holds his Group I Life, Health and Accident license. He specializes in business and personal financial reporting and planning, wealth accumulation, business succession planning, estate, business profitability and tax planning. Robert is a board member of the Better Business Bureau of Southeast Texas and the Foundation of Southeast Texas. Mr. Edgar is a member of the American Institute of CPA's and the Texas Society of Certified Public Accountants and is a past president of the Southeast Texas Estate Planning Council. He is active in the men's ministries at his church, Encounter Church.
* Securities offered through 1st Global Capital Corp., Member FINRA/SIPC www.finra.org www.sipc.org Investment advisory services offered through 1st Global Advisors, Inc. Insurance Services offered through 1st Global Insurance Services, Inc. We have individuals licensed to offer securities in the states of Texas, Florida, Oregon, Michigan and Oklahoma. This is not an offer to sell securities in any other state or jurisdiction.
Robert T. Edgar, CPA, CFP *
MPA, University of Texas at Arlington
Certified Public Accountants & Consultants
3440 Eastex Freeway, Beaumont, TX 77703 Ph: 409.892.0233 Fax: 409.892.3701