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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 Lee is a financial advisor who specializes in financial planning, pension consulting, and portfolio management for individuals. Robert has been in the industry since 1992. Robert currently works at Buck Wealth Strategies, LLC, a firm that specializes in providing financial services to individuals and families. Before joining Buck Wealth Strategies, LLC, Robert was an Investment Advisor Representative at E.A. Buck Financial Services, and an Investment Advisor Representative at AE Wealth Management, LLC. Robert has a strong commitment to providing his clients with personalized financial advice and is committed to helping them reach their financial goals.
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.
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.
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2
CO
08/15/2022 - Present
Buck Wealth Strategies, LLC (DENVER CO)
CO
03/06/2018 - 07/17/2018
LPL FINANCIAL LLC (BOULDER CO)
IL
10/01/2002 - 10/11/2017
HORACE MANN INVESTORS, INC. (SPRINGFIELD IL)
NY
09/02/1997 - 08/21/2002
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, INC. (NEW YORK NY)
IA
09/19/1996 - 07/24/1997
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
IA
10/05/1994 - 07/11/1996
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
MA
12/09/1992 - 09/30/1994
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 10/09/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/17/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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