Robert Lind (CRD# 4886800) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Jamestown, NY and has over 18 years of experience in the finance industry.
CRD# 5898841
Lpl Financial LLC
CRD# 2583312
Hbks Wealth Advisors
CRD# 5368112
Hbks Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Securities America, Inc. | Jamestown, NY | Jan 2017 - Current | 7 |
Securities America Advisors | Jamestown, NY | Jan 2017 - Current | 7 |
Park Avenue Securities | Jamestown, NY | Jun 2005 - Current | 19 |
Guardian Life Insurance Co Of America | Jamestown, NY | Dec 2004 - Current | 19 |
Usafr | Niagara Falls, NY | Jun 1990 - Current | 34 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2005 |
S65 | NASAA Investment Advisors Law Examination | May 2017 |
- NY
- PA
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Total Assets Under Management40,420MILLIONS
-
Total Number of Accounts211,150ACCOUNTS
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Average Account Value$191,430
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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