Robert Diamond, financial advisor Little Falls NJ
93 score

Robert Diamond

CRD Number: 5405366
Current Firm: Lincoln Financial Securities Corporation

Robert Diamond (CRD# 5405366) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Little Falls, NJ and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Financial Securities Corporation Little Falls, NJ Apr 2014 - Current 2
Interactive Benefits Solutions, LLC Little Falls, NJ Feb 2009 - Current 7
Cadaret, Grant & Company, Inc. Little Falls, NJ Oct 2009 - Apr 2014 4
The Goldman Group Little Falls, NJ Oct 2009 - Apr 2014 4
Signator Investors Inc. Westbury, NY Aug 2007 - Oct 2009 2
Unemployed Warren, NJ Jul 2006 - Aug 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2007
Contact Info for Robert Diamond
Phone Number: 800-258-3648
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    1,541
    MILLIONS
  • Total Number of Accounts
    8,357
    ACCOUNTS
  • Average Account Value
    $184,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • 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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