Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Dillon is a financial advisor with over 35 years of experience in the industry. Robert is currently registered with LPL Financial LLC and has previously worked with CUNA Brokerage Services, Inc., INVEST FINANCIAL CORPORATION, FINANCIAL NETWORK INVESTMENT CORPORATION, NATIONWIDE SECURITIES, INC., OHIO SAVINGS SECURITIES, INC., RYAN, BECK & CO., LIBERTY SECURITIES CORPORATION, CITICORP INVESTMENT SERVICES, FINANCIAL HORIZONS SECURITIES CORPORATION, and PRUCO SECURITIES CORPORATION. Robert holds the Series 6, 7, 24, 63 and 66 licenses. Robert's firm LPL Financial LLC has more than $50 billion in assets under management and over 168,000 clients. LPL Financial provides advisory services such as portfolio management, financial planning, educational seminars, and consulting.
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
WI
05/18/2022 - Present
LPL Financial LLC (Barron WI)
WI
01/11/2016 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Barron WI)
MI
12/04/2013 - 12/16/2015
INVEST FINANCIAL CORPORATION (LANSING MI)
MI
09/09/2005 - 12/05/2013
CUNA BROKERAGE SERVICES, INC. (LANSING MI)
CA
03/24/2004 - 09/02/2005
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
OH
10/17/2003 - 03/30/2004
NATIONWIDE SECURITIES, INC. (COLUMBUS OH)
OH
01/04/2000 - 06/11/2003
OHIO SAVINGS SECURITIES, INC. (CLEVELAND OH)
NJ
02/17/1999 - 12/20/1999
RYAN, BECK & CO. (FLORHAM PARK NJ)
NY
12/02/1998 - 02/23/1999
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
WI
05/13/1998 - 12/02/1998
INVEST FINANCIAL CORPORATION (APPLETON WI)
NY
11/14/1991 - 05/18/1998
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NA
06/10/1991 - 12/31/1994
FINANCIAL HORIZONS SECURITIES CORPORATION
NJ
05/22/1987 - 06/17/1991
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 01/26/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1991
Series 7 - General Securities Representative Examination
BC
Issued 05/19/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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