Robert GentryCRD Number: 1140124
Current Firm: Lincoln Financial Securities Corporation
Compensation Model: Both
Infinex Investments, Inc.
|Lincoln Financial Securities Corporation||Kill Devil Hills, NC||Jul 2008 - Current||9|
|College Financial Services, Inc.||Virginia Beach, VA||Sep 1997 - Current||19|
|Jefferson Pilot Securities||Norfolk, VA||Oct 2003 - Jun 2008||4|
|Exam Code||Name||Passed Date|
|S6||Investment Company and Variable Contracts Products Representative Examination (IR)||Sep 1993|
|S63||Uniform Securities State Law Examination||Sep 1993|
|S65||NASAA Investment Advisors Law Examination||Nov 1996|
|S7||General Securities Representative Examination (GS)||Mar 2007|
Total Assets Under Management1,541MILLIONS
Total Number of Accounts8,357ACCOUNTS
Average Account Value$184,425
- 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)
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
ecurities offered through registered representatives of Lincoln Financial Securities Corporation, Member FINRA SIPC to residents of FL, MD, MI, NC, NY, PA, SC and VA. Advisory services offered through representatives of Lincoln Financial Securities Corporation to residents of NC and VA. In NY, insurance may be offered through LFS Marketing & Insurance Agency Corporation. Some life insurance and annuity policies involve exclusions or limitations. For costs and complete details of coverage, contact your agent. Lincoln Financial Securities Corporation is not affiliated with Gentry Financial Services.
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