Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Williams is a financial advisor with LPL Financial LLC. Robert has been in the financial services industry since 2001 and holds the Series 7, 63, and 65 licenses. Robert has extensive experience in providing financial planning services to individuals, families, and businesses. He also has experience in portfolio management, pension consulting, and educational seminars. Prior to joining LPL Financial LLC, Robert worked at Grove Point Investments, LLC, UVEST Financial Services Group, Inc., and Fortune Financial Services, Inc. Robert is dedicated to helping clients achieve their financial goals.
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.
1
2
PA
08/22/2023 - Present
LPL Financial LLC (TROY PA)
PA
05/12/2017 - 08/21/2023
GROVE POINT INVESTMENTS, LLC (TROY PA)
PA
10/11/2011 - 05/18/2017
LPL FINANCIAL LLC (TROY PA)
PA
03/31/2010 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (TROY PA)
PA
06/30/2003 - 04/26/2010
FORTUNE FINANCIAL SERVICES, INC. (TROY PA)
CA
08/01/2001 - 06/27/2003
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
TX
01/12/2001 - 04/30/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 07/29/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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