Robert HartfieldCRD 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 25 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.
Boraski, John Q
Investacorp Advisory Services Inc.
H. Beck, Inc.
|Lincoln Financial Advisors Corp||Dagsboro, DE||Oct 2008 - Current||9|
|Hartfield Advisors||Dagsboro, DE||Sep 2002 - Current||15|
|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|
Total Assets Under Management13,548MILLIONS
Total Number of Accounts52,000ACCOUNTS
Average Account Value$260,535
- 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)
- Educational seminars/workshops
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