Robert Lohman, financial advisor Pittsburgh PA
96 score

Robert Lohman

CRD Number: 1781184
Current Firm: Commonwealth Advisory Group, Ltd.

Robert Lohman (CRD# 1781184) is an Investment Advisor Representative working at Commonwealth Advisory Group, Ltd. in Pittsburgh, PA and has over 28 years of experience in the finance industry. Robert Lohman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Commonwealth Advisory Group, Ltd. Pittsburgh, PA Jul 1993 - Current 23
Commonwealth Asset Management Pittsburgh, PA Oct 1988 - Current 28
Pan-american Financial Advisers New Orleans, LA Dec 2001 - Nov 2006 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1988
Contact Info for Robert J. Lohman
Phone Number: 412-531-6040
Firm Website: http://www.comgrp.net
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    295
    MILLIONS
  • Total Number of Accounts
    779
    ACCOUNTS
  • Average Account Value
    $379,005
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CO, FL, IL, NC, OH, PA, TX, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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