Robert Lonie (CRD# 6784060) is an Investment Advisor Representative working at Primerica Advisors in Goshen, IN and has over 5 years of experience in the finance industry.
CRD# 4621831
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2245020
Lpl Financial LLC
CRD# 2362499
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pfsi Investment Inc. | Goshen, IN | Mar 2018 - Current | 6 |
| Primerica Financial Services | Goshen, IN | Jan 2005 - Current | 19 |
| Valparaiso University | Michigan City, IN | Aug 2014 - May 2015 | < 1 |
| Four Winds Casino Resort | New Buffalo, MI | Jul 2007 - Aug 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2018 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2023 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IN
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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