Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Edwin Lemley is a financial advisor with Osaic Wealth, Inc. based in Clovis, California. Robert has been in the industry since October 4, 1982 and is registered with the state of California and several other states. Robert has a broad range of experience in the financial services industry, including positions with Securities America, Inc. and Independent Financial Group, LLC. Robert offers a variety of financial services to individuals and businesses, including financial planning, portfolio management, and pension consulting. Robert is committed to providing his clients with personalized service and sound financial advice.
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.
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.
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CA
06/14/2024 - Present
Osaic Wealth, Inc. (CLOVIS CA)
CA
12/16/2015 - 06/14/2024
SECURITIES AMERICA, INC. (CLOVIS CA)
CA
09/27/2010 - 12/18/2015
INDEPENDENT FINANCIAL GROUP, LLC (Clovis CA)
CA
01/23/2009 - 10/13/2010
SECURITIES AMERICA, INC. (FRESNO CA)
CA
01/03/2006 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (FRESNO CA)
TX
11/18/1997 - 01/13/2006
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
10/05/1982 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
BC
Issued 10/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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