Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert James Bentley is a financial advisor with LPL Financial LLC. Robert is licensed in 21 states and has been in the industry since August 17, 2015. Robert has experience with Arvest Wealth Management in Tulsa, OK. Robert holds a Series 7 license, Series 66 license, and a SIE license. Robert is a financial advisor with a focus on providing investment advice and financial planning services for individuals, businesses, and retirement plans. Robert also provides financial planning services and investment management services to individuals and families. Robert offers a variety of services, including: * Investment Advice * Financial Planning * Retirement Planning * College Savings Planning * Estate Planning * Insurance Planning * Tax 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.
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
OK
01/29/2021 - Present
LPL Financial LLC (TULSA OK)
OK
08/18/2015 - 02/01/2021
ARVEST WEALTH MANAGEMENT (TULSA OK)
BOTH
Issued 09/25/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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