Robert Hartfield, financial advisor Dagsboro DE
96 score

Robert Hartfield

CRD Number: 1151208
Current Firm: Lincoln Financial Advisors Corporation

Robert Hartfield (CRD# 1151208) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Dagsboro, DE and has over 24 years of experience in the finance industry. Robert Hartfield 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
Lincoln Financial Advisors Corp Dagsboro, DE Oct 2008 - Current 8
Hartfield Advisors Dagsboro, DE Sep 2002 - Current 14
Hornor, Townsend & Kent Inc. Horsham, PA Jun 2004 - Oct 2008 4
Pen Mutual Horsham, PA Jan 1996 - Oct 2008 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1992
Contact Info for Robert J. Hartfield
Phone Number: 800-237-3813
Firm Website: https://www.lfg.com
Registered State(s):
  • DE
  • PA
By the Numbers
  • Total Assets Under Management
    13,548
    MILLIONS
  • Total Number of Accounts
    52,000
    ACCOUNTS
  • Average Account Value
    $260,535
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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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