Robert Sesich (CRD# 4545124) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in El Paso, TX and has over 15 years of experience in the finance industry. Robert Sesich 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.
CRD# 4888322
Lauterbach Financial Advisors, LLC
Score
103
CRD# 5146584
Wells Fargo Clearing Services, LLC
Score
96
CRD# 2457432
First Allied Advisory Services, Inc.
Score
96
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lincoln National Life Insurance Company | El Paso, TX | Jun 2002 - Current | 16 |
| Lincoln Financial Advisors | El Paso, TX | Jun 2002 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2002 |
- TX
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Total Assets Under Management15,326MILLIONS
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Total Number of Accounts55,801ACCOUNTS
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Average Account Value$274,649
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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