Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Louis Iglehart is a financial advisor with over 30 years of experience in the industry. Robert is currently registered with LPL Financial LLC. Robert has held previous positions with RBC Capital Markets, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC of America Investment Services, Inc., Wells Fargo Investments, LLC, Wells Fargo Securities Inc., First Interstate Investments,INC., and Marketing One Securities, INC. Robert provides financial planning and investment management services to individuals, corporations, and other businesses. Robert is also licensed to sell insurance products.
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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CA
09/30/2020 - Present
LPL Financial LLC (PALM DESERT CA)
CA
08/25/2011 - 09/29/2020
RBC CAPITAL MARKETS, LLC (PALM DESERT CA)
CA
10/23/2009 - 08/29/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RANCHO MIRAGE CA)
CA
07/03/2002 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (RIVERSIDE CA)
CA
05/02/2001 - 06/27/2002
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
07/15/1996 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
NA
04/17/1995 - 07/15/1996
FIRST INTERSTATE INVESTMENTS,INC.
CA
11/19/1993 - 04/27/1995
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
OR
09/12/1992 - 11/19/1993
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
GA
02/18/1992 - 09/21/1992
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
IA
Issued 02/20/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/1993
Series 7 - General Securities Representative Examination
BC
Issued 02/12/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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