Unclaimed
Robert Randall Goggins is a financial advisor with over 24 years of experience in the industry. Robert is currently registered with LPL Financial LLC in SOUTH JORDAN, UT. Robert has a broad range of experience, having previously worked for several other firms, including ASSOCIATED SECURITIES CORP., INVESTLINC SECURITIES, LLC, WS GRIFFITH SECURITIES, INC., and AMERICAN GENERAL SECURITIES INCORPORATED. Robert holds multiple industry licenses, including Series 63, Series 65, Series 7, and Series 24. Robert is dedicated to providing comprehensive financial advice and services to clients.
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.
1
2
UT
09/28/2009 - Present
LPL Financial LLC (SOUTH JORDAN UT)
UT
05/28/2004 - 09/08/2009
ASSOCIATED SECURITIES CORP. (SALT LAKE CITY UT)
OH
01/11/2005 - 06/19/2008
INVESTLINC SECURITIES, LLC (CHAGRIN FALLS OH)
CT
09/01/2000 - 06/08/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
AZ
04/26/1999 - 09/05/2000
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
IA
Issued 11/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Goggins is the right advisor for you? Invested Better is here to help.