Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Farmer is a financial advisor with LPL Financial LLC. Robert is a registered representative of LPL Financial LLC, member FINRA/SIPC. Robert has been a registered representative since September 1993. Robert has worked in the securities industry for more than 25 years. Robert is licensed to offer securities in the following states: Arizona, California, Colorado, Florida, Georgia, New Jersey, New York, North Carolina, Ohio, Tennessee, Texas, and Utah.
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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2
CA
05/15/2023 - Present
LPL Financial LLC (BURBANK CA)
IN
09/19/2003 - 08/17/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
09/19/2003 - 08/17/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IL
02/23/2001 - 06/27/2003
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
GA
06/04/1998 - 12/31/1999
PFS INVESTMENTS INC. (DULUTH GA)
TX
11/10/1995 - 07/12/1996
BROKERS TRANSACTION SERVICES, INC. (DALLAS TX)
MA
09/03/1993 - 01/03/1995
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 10/06/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1994
Series 7 - General Securities Representative Examination
BC
Issued 09/02/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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