Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lachney is a financial advisor with Ameriprise Financial Services, LLC. Robert Lachney is based in Tuscaloosa, Alabama and has over 12 years of experience in the financial services industry. Robert Lachney has also been a registered representative with other firms, including LPL Financial LLC, VALIC Financial Advisors, INC., Raymond James & Associates, INC., Morgan Keegan & Company, INC., and Sterne, Agee & Leach, INC. Robert Lachney is registered in Alabama, Delaware, North Carolina and South Carolina. Robert Lachney offers a range of financial services, including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and publication of periodicals.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
AL
01/19/2018 - Present
Ameriprise Financial Services, LLC (TUSCALOOSA AL)
AL
02/09/2015 - 01/24/2018
LPL FINANCIAL LLC (NORTH BIRMINGHAM AL)
AL
02/14/2014 - 02/05/2015
VALIC FINANCIAL ADVISORS, INC. (BIRMINGHAM AL)
AL
02/13/2013 - 01/27/2014
RAYMOND JAMES & ASSOCIATES, INC. (BIRMINGHAM AL)
AL
01/11/2011 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (BIRMINGHAM AL)
AL
03/25/2010 - 10/13/2010
STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)
BOTH
Issued 05/21/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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