Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Douglas Lepson is a financial advisor with RWA Wealth Partners, based in Newton, Massachusetts. Robert has been a registered investment advisor since 2017. Prior to joining RWA Wealth Partners, Robert was a financial advisor with Adviser Investments, LLC, also in Newton. Robert's professional experience includes more than 20 years of experience in the financial services industry. Robert is a Certified Financial Planner and holds FINRA Series 6, 7, 26 and 66 licenses. Robert's areas of expertise include financial planning, portfolio management, and estate planning.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Estate planning, tax return preparation & filing; model provider
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.
A percentage of the total value of assets under management is charged.
Model provider fee
1
2
MA
02/06/2017 - Present
RWA Wealth Partners (NEWTON MA)
MA
03/22/2001 - 08/03/2011
FIDELITY BROKERAGE SERVICES LLC (BRAINTREE MA)
IN
07/28/1998 - 12/20/2000
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
NA
01/02/1997 - 07/24/1998
GUARDIAN INVESTOR SERVICES CORPORATION
NY
06/08/1994 - 07/24/1998
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
MA
08/22/1991 - 06/22/1994
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
08/22/1991 - 06/22/1994
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BOTH
Issued 07/30/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/25/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/21/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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