Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Manning Loflin is a financial advisor with over 40 years of experience in the financial services industry. Robert has been registered with LPL Financial LLC since May 2012 and is licensed in several states. Robert's experience includes working with various clients, including high-net-worth individuals, corporations, and retirement plans. Robert offers a range of financial services, including financial planning, portfolio management, and investment 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
VA
11/22/2017 - Present
LPL Financial LLC (LYNCHBURG VA)
VA
09/18/2003 - 05/21/2012
SIGNATOR INVESTORS, INC. (LYNCHBURG VA)
NY
11/20/1981 - 09/11/2003
AXA ADVISORS, LLC (NEW YORK NY)
NY
11/20/1981 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 11/04/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/17/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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