Robert LohmanCRD 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 29 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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|Commonwealth Advisory Group, Ltd.||Pittsburgh, PA||Jul 1993 - Current||24|
|Commonwealth Asset Management||Pittsburgh, PA||Oct 1988 - Current||29|
|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|
Total Assets Under Management295MILLIONS
Total Number of Accounts779ACCOUNTS
Average Account Value$379,005
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CO, FL, IL, NC, OH, PA, TX, WV