Robert Tomlinson, financial advisor Canton GA
90 score

Robert Tomlinson

CRD Number: 6028883
Current Firm: Lincoln Financial Securities Corporation

Robert Tomlinson (CRD# 6028883) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Canton, GA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Griffith & Werner, Inc. Canton, GA Jan 2016 - Current < 1
Lincoln Financial Securities Corporation Canton, GA Aug 2012 - Current 4
Griffith & Werner, Inc. Canton, GA Jun 2012 - Current 4
Pfs Investments Inc. Marietta, GA Feb 2012 - Aug 2012 < 1
Primerica Financial Services Marietta, GA Jul 2011 - Aug 2012 1
Taco Bell Adairsville, GA Apr 2005 - Nov 2011 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2012
S65 NASAA Investment Advisors Law Examination Aug 2014
Contact Info for Robert K. Tomlinson
Phone Number: 800-258-3648
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    1,541
    MILLIONS
  • Total Number of Accounts
    8,357
    ACCOUNTS
  • Average Account Value
    $184,425
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)
  • Other
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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