Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Blair Roland is a financial advisor registered with LPL Financial LLC. Robert has been in the financial services industry since October 2009. Robert has a wide range of experience with working with insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, state or municipal government entities, and sovereign wealth funds and foreign official institutions. Robert provides financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals. Robert is registered with the following states: Alabama, Arizona, California, Colorado, Florida, Georgia, Idaho, Indiana, Iowa, Maine, Maryland, Minnesota, Missouri, Montana, Nebraska, Nevada, New York, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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WA
06/28/2019 - Present
LPL Financial LLC (SPOKANE VALLEY WA)
WA
01/03/2011 - 07/02/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (SPOKANE VALLEY WA)
WA
10/23/2009 - 12/31/2010
D.A. DAVIDSON & CO. (SPOKANE VALLEY WA)
BOTH
Issued 12/09/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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