Robert Shohet (CRD# 1396727) is an Investment Advisor Representative working at Rls Financial Group, Inc. in Newtown, CT and has over 38 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 1483428
Abbington Investment Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Great American Advisors, Inc. | Cincinnati, OH | Feb 2005 - Current | 19 |
| Rls Financial Group, Inc. | Newtown, CT | Sep 1998 - Current | 25 |
| Pmg Securities Corporation | New York, NY | Feb 1995 - Current | 29 |
| The Guardian Life Insurance Co | New York, NY | Sep 1991 - Current | 32 |
| J.g.b. Consulting, Corp | Tarrytown, NY | May 1991 - Current | 32 |
| Rls Pension Consulting | Selden, NY | Jun 1983 - Current | 40 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1985 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1998 |
- CT
-
Total Assets Under Management8MILLIONS
-
Total Number of Accounts25ACCOUNTS
-
Average Account Value$321,558
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Market timing services
- Other
CT
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