Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lively is a financial advisor at JMG Financial Group Ltd. located in Downers Grove, Illinois. Robert is a Certified Financial Planner (CFP) with a focus on providing financial planning, pension consulting, and portfolio management services to individuals and businesses. Robert has been in the industry since 2018 and has worked with JMG Financial Group Ltd. since that time. Prior to that, Robert worked at Private Vista, LLC. and St. Xavier University. Robert is registered to provide investment advice in Illinois.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
A percentage of assets
1
2
IL
12/14/2022 - Present
JMG Financial Group Ltd. (DOWNERS GROVE IL)
Active
Inactive
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