Robert Schup, financial advisor Ashburn VA

Robert Schup

CRD Number: 2601876
Current Firm: Lincoln Investment

Robert Schup (CRD# 2601876) is an Investment Advisor Representative working at Lincoln Investment in Ashburn, VA and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Investment Fort Washington, PA Dec 2023 - Current < 1
Capital Analysts Fort Washington, PA Dec 2023 - Current < 1
Securities America, Inc. Norfolk, VA Nov 2020 - Current 3
Securities America Advisors, Inc. Virginia Beach, VA Nov 2020 - Current 3
Opus Wealth Strategies Norfolk, VA Mar 2018 - Current 6
Ohio National Financial Services Cincinnati, OH Feb 2018 - Current 6
Kms Financial Services, Inc. Seattle, WA Apr 2019 - Nov 2020 1
The O.n. Equity Sales Company Cincinnati, OH Apr 2018 - Apr 2019 1
Mid-atlantic Retirement Solutions Va. Beach, VA Nov 2017 - Mar 2018 < 1
Eastern Virginia Bankshares Newport News, VA Mar 2017 - Oct 2017 < 1
Cuso Financial Services, LP San Diego, CA May 2015 - Mar 2017 1
Abnb Federal Credit Union Virginia Beach, VA May 2015 - Mar 2017 1
Sagepoint Financial, Inc. Phoenix, AZ Aug 2014 - May 2015 < 1
Mml Investors Services Virginia Beach, VA Mar 2012 - Aug 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2011
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Robert J. Schup
Phone Number: 215-887-8111
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    17,218
    MILLIONS
  • Total Number of Accounts
    203,427
    ACCOUNTS
  • Average Account Value
    $84,640
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VT, WA, WI, WV

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