Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lydon is a financial advisor with LPL Financial LLC. He is based in Horsham, PA and has been in the industry since 1996. Robert specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. He holds the Series 7, Series 24, Series 52, Series 63, and Series 65 licenses. Robert also has a Certified Financial Planner designation. He previously worked with PARKLAND SECURITIES, LLC, HORNOR, TOWNSEND & KENT, INC., PRUCO SECURITIES CORPORATION, AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY.
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
01/12/2024 - Present
LPL Financial LLC (HORSHAM PA)
PA
11/29/2006 - 01/11/2024
PARKLAND SECURITIES, LLC (HORSHAM PA)
PA
10/19/2001 - 12/06/2006
HORNOR, TOWNSEND & KENT, INC. (CONSHOHOCKEN PA)
NJ
01/12/1999 - 10/22/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
MN
04/24/1997 - 12/15/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/24/1997 - 12/15/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MI
04/26/1996 - 10/14/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 01/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/1997
Series 7 - General Securities Representative Examination
BC
Issued 04/25/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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