Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Davidson is a financial advisor currently registered with LPL Financial LLC. He is licensed in 20 states and has been in the financial industry since 1988. Robert is a Certified Financial Planner and has experience working with individuals, businesses, and charitable organizations. He has held previous positions with INVEST FINANCIAL CORPORATION and ONB INVESTMENT SERVICES, INC.
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
IN
07/13/2017 - Present
LPL Financial LLC (TERRE HAUTE IN)
IN
11/30/2005 - 12/01/2009
INVEST FINANCIAL CORPORATION (TERRE HAUTE IN)
IN
06/20/1996 - 12/01/2005
ONB INVESTMENT SERVICES, INC. (EVANSVILLE IN)
OR
04/24/1996 - 04/30/1997
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
IN
05/15/1995 - 04/17/1996
CAPITAL SELECT INVESTMENTS CORP. (SULLIVAN IN)
WI
11/03/1993 - 05/09/1995
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
11/14/1988 - 05/09/1995
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
BC
Issued 12/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/1996
Series 7 - General Securities Representative Examination
BC
Issued 11/11/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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