Robert Liggero, financial advisor Atlantic Beach FL

Robert Liggero

CRD Number: 4623608
Current Firm: Financial Prescriptions, LLC

Robert Liggero (CRD# 4623608) is an Investment Advisor Representative working at Financial Prescriptions, LLC in Atlantic Beach, FL and has over 21 years of experience in the finance industry. Robert Liggero has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Financial Prescriptions, LLC Atlantic Beach, FL Sep 2012 - Current 11
Baptist Medical Center Jacksonville, FL Jan 1990 - Current 34
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2003
S65 NASAA Investment Advisors Law Examination Mar 2003
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 R. Liggero
Phone Number: (904) 372-0067
Registered State(s):
  • FL
  • TX
Current Firm Details
Financial Prescriptions, LLC
Firm's CRD Number: 172388
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

FL, TX

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