Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Platt is a financial advisor registered with LPL Financial LLC and has been in the industry since July 1996. Robert has both Securities and Investment Advisor licenses and specializes in financial planning, portfolio management, and providing consulting services. Robert has served clients in both Virginia and Maryland. Robert is currently registered with LPL Financial LLC and has previous registrations with Grove Point Investments, LLC, and Mutual of Omaha Investor Services, Inc.
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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VA
04/04/2022 - Present
LPL Financial LLC (LYNCHBURG VA)
VA
08/14/2013 - 04/06/2022
GROVE POINT INVESTMENTS, LLC (LYNCHBURG VA)
VA
07/17/1996 - 08/15/2013
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (MECHANICSVILLE VA)
IA
Issued 12/23/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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