Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lomax Dobbs is an Investment Advisor Representative at Mutual Advisors, LLC with over 30 years of experience in the financial services industry. Robert has worked in various roles at numerous firms, including Mutual Securities, Inc., LaSalle St Securities, LLC., Wells Fargo Advisors Financial Network, LLC, BANC of America Investment Services, Inc., WM Smith Securities Incorporated, Citigroup Global Markets Inc. and William R. Hough & Co. Robert's areas of expertise include financial planning, pension consulting, selection of other advisors, portfolio management for businesses and individuals.
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.
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.
Hourly consulting
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.
A percentage of the total value of assets under management is charged.
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2
FL
01/08/2018 - Present
Mutual Advisors, LLC (St. Petersburg FL)
FL
05/31/2013 - 12/31/2023
MUTUAL SECURITIES, INC. (ST. PETERSBURG FL)
FL
03/19/2010 - 05/15/2013
LASALLE ST SECURITIES, L.L.C. (TAMPA FL)
FL
06/01/2007 - 12/03/2009
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (TAMPA FL)
FL
05/30/2006 - 06/04/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (ST. PETERSBURG FL)
CO
09/30/2004 - 05/01/2006
WM SMITH SECURITIES INCORPORATED (GREENWOOD VILLAGE CO)
NY
03/23/1999 - 10/14/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
FL
09/14/1993 - 03/24/1999
WILLIAM R. HOUGH & CO. (ST. PETERSBURG FL)
IA
Issued 07/01/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/1994
Series 7 - General Securities Representative Examination
BC
Issued 09/10/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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