Robert Lankin, financial advisor Glenside PA
93 score

Robert Lankin

CRD Number: 1271629
Current Firm: Raymond James Financial Services Advisors, Inc.

Robert Lankin (CRD# 1271629) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Glenside, PA and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Greenwood Financial Services Glenside, PA Jun 2012 - Current 4
Robert Lankin Attorney At Law Glenside, PA Jul 2011 - Current 5
Le Tip International Glenside, PA Dec 2010 - Current 6
Insurance Non-variable Glenside, PA Dec 2009 - Current 7
Raymond James Financial Services Advisors, Inc. Glenside, PA Jan 2009 - Current 7
Rental Real Estate Glenside, PA Oct 2006 - Current 10
Raymond James Financial Services, Inc. Glenside, PA Jan 1999 - Current 17
Non-variable Insurance Glenside, PA Feb 1990 - Current 26
District Governor Rotary Glenside, PA Feb 1990 - Dec 2006 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1984
S65 NASAA Investment Advisors Law Examination Jun 1994
Contact Info for Robert Lankin
Phone Number: 727-567-5877
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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
93
Clean Record
This advisor has a clean track record with regulators.

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