Unclaimed
Robert Hammond is a financial advisor with Schwab Wealth Advisory, Inc. Robert Hammond is a CERTIFIED FINANCIAL PLANNER™ professional who is registered to provide investment advice in California and Indiana. Robert Hammond has been in the financial services industry since April 1996 and holds a variety of securities licenses. Robert Hammond has previously been associated with USAA Financial Advisors, Inc., Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company and Sagemark Consulting, Inc.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
IN
07/11/2016 - Present
Schwab Wealth Advisory, Inc. (INDIANAPOLIS IN)
PA
03/22/2011 - 06/22/2016
USAA FINANCIAL ADVISORS, INC. (PHILADELPHIA PA)
NJ
06/01/1998 - 02/24/2011
LINCOLN FINANCIAL ADVISORS CORPORATION (CHERRY HILL NJ)
IN
05/22/2001 - 06/08/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
PA
03/01/1996 - 11/27/2000
SAGEMARK CONSULTING, INC. (RADNOR PA)
IA
Issued 10/02/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2013
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/24/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/1997
Series 7 - General Securities Representative Examination
BC
Issued 02/13/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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