Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Allison has been in the financial services industry since May 10, 1994. Robert is currently registered with LPL Financial LLC. Robert's experience includes providing financial and investment advice to individuals, businesses, and charitable organizations. Robert is also a licensed insurance agent. Robert has a wide range of experience in the financial services industry and is committed to providing personalized service 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.
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KY
07/21/2021 - Present
LPL Financial LLC (LOUISVILLE KY)
KY
05/11/1994 - 07/21/2021
WADDELL & REED (LOUISVILLE KY)
IA
Issued 11/21/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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