Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Crider Lodge is a financial professional with over 25 years of experience in the securities industry. He is currently registered with North Capital Private Securities Corp., and has a Series 7, Series 63, Series 7TO, and SIE licenses. Robert has a strong track record of success in providing financial advice and investment solutions to individuals and families. He is committed to building long-lasting relationships with his clients and providing them with personalized financial guidance.
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.
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.
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2
UT
06/11/2024 - Present
North Capital Private Securities Corp. (SALT LAKE CITY UT)
ME
01/26/1999 - 11/10/2000
ICC DISTRIBUTORS, INC. (PORTLAND ME)
PA
03/11/1997 - 05/15/1998
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
MA
05/13/1996 - 09/13/1996
UAM FUND DISTRIBUTORS, INC. (BOSTON MA)
TX
08/24/1993 - 12/01/1995
VAN KAMPEN AMERICAN CAPITAL DISTRIBUTORS, INC. (HOUSTON TX)
BC
Issued 07/03/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/2024
Series 7TO - General Securities Representative Examination
BC
Issued 04/25/2024
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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