Robert HealyCRD Number: 1056843
Current Firm: Lincoln Financial Securities Corporation
Robert Healy (CRD# 1056843) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Charlotte, NC and has over 34 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Lincoln Financial Securities Corporation||Charlotte, NC||Jul 2008 - Current||9|
|State Mutual Life Assurance||Charlotte, NC||Nov 1980 - Current||37|
|Jefferson Pilot Securities||Charlotte, NC||Apr 2003 - Jun 2008||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1983|
|S65||NASAA Investment Advisors Law Examination||May 1997|
Total Assets Under Management1,541MILLIONS
Total Number of Accounts8,357ACCOUNTS
Average Account Value$184,425
- 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
- Selection of other advisers (including private fund managers)