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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Gibb is a financial advisor at LPL Financial LLC, a firm headquartered in Fort Mill, South Carolina. Robert has been in the financial services industry for over 35 years. Robert has a Series 6, Series 2, Series 62, Series 63, and Series 65. He holds a current registration with the state of Pennsylvania as an investment advisor and broker. He also holds broker registrations in several other states. Robert was previously employed at Securities America, Inc. in Pittsburgh, PA and The Codrick Financial Group, Inc. in Greensburg, PA.
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
PA
06/02/2011 - Present
LPL Financial LLC (PITTSBURGH PA)
PA
06/26/1997 - 06/02/2011
SECURITIES AMERICA, INC. (PITTSBURGH PA)
PA
09/23/1996 - 06/02/1997
THE CODRICK FINANCIAL GROUP, INC. (GREENSBURG PA)
CT
05/14/1996 - 09/03/1996
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
GA
04/24/1995 - 03/19/1996
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
NJ
01/11/1994 - 04/27/1995
COPELAND EQUITIES, INC. (SOMERSET NJ)
PA
06/18/1986 - 01/11/1994
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
BC
Issued 01/24/1994
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/30/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/1998
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 02/14/1992
Series 2 - Non-Member General Securities Examination
BC
Issued 06/17/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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