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Robert R Robson

Lockton Investment Securities, LLC

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About Robert R Robson

Robert Robson is a securities professional with experience in the financial services industry. Robert has been a registered representative for over three years, working with Lockton Investment Securities, LLC, a broker-dealer firm. Prior to that, Robert was with Ameritas Investment Corp. In addition to the Series 63 state exam, Robert has passed the SIE and Series 6 exams, demonstrating his knowledge of securities products and regulations. Currently, Robert holds a Series 63 license in Kansas.

Firm Information

Robert Robson is currently registered with Lockton Investment Securities, LLC. Lockton Investment Securities, LLC is a Limited Liability Company formed in May 2016. The firm is registered in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

28

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Robert Robson’s Registration & Firm History

MO

01/19/2017 - Present

Lockton Investment Securities, LLC (KANSAS CITY MO)

KS

12/20/2014 - 12/16/2016

AMERITAS INVESTMENT CORP. (OVERLAND PARK KS)

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Licenses & Designations

BC

Issued 09/20/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/20/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert R Robson.
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