Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Sullivan is a financial advisor who has been in the industry for over 40 years. Robert is currently registered with LPL Financial LLC and has offices in Lakeland, FL and Clearwater Beach, FL. Robert is also registered as an Investment Advisor Representative in Florida and Texas. Robert's previous experience includes working for Allen & Company of Florida, LLC, MFS Fund Distributors, Inc. and MFS Financial Services, Inc. Robert holds Series 7, 22, and 63 securities licenses as well as a Series 65 Investment Advisor license. He has worked with a variety of clients, including individuals, businesses, pension and profit-sharing plans, and charitable organizations. Robert's specializations include retirement planning, investment management, and insurance.
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
FL
01/03/2022 - Present
LPL Financial LLC (LAKELAND FL)
FL
11/26/2019 - 12/12/2019
ALLEN & COMPANY OF FLORIDA, LLC (LAKELAND FL)
FL
09/13/2017 - 11/22/2019
ALLEN & COMPANY OF FLORIDA, LLC (LAKELAND FL)
MA
09/13/1993 - 07/18/2017
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
MA
01/19/1987 - 12/31/1994
MFS FINANCIAL SERVICES, INC. (BOSTON MA)
NA
11/02/1984 - 12/13/1986
ANGELES/QUINOCO SECURITIES, INC.
NA
07/15/1982 - 11/05/1984
FIRST CAPITAL INVESTMENT CORPORATION
IA
Issued 02/15/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
BC
Issued 07/12/1982
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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