Lucy RobesonCRD Number: 6381497
Current Firm: Clearlogic Financial, Inc.
Lucy Robeson (CRD# 6381497) is an Investment Advisor Representative working at Clearlogic Financial, Inc. in Reston, VA and has over 2 years of experience in the finance industry. Lucy Robeson 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.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Clearlogic Financial, Inc. F/k/a Ticknor Atherton & Associates||Reston, VA||Jul 2014 - Current||3|
|Help International||Suva,||May 2013 - Jun 2014||1|
|Towers Watson||Arlington, VA||Jul 2012 - Apr 2013||< 1|
|Mercer||Washington Dc, DC||May 2008 - Jun 2012||4|
|Virginia Tech||Blacksburg, VA||Aug 2005 - May 2009||3|
|Town Of Leesburg||Leesburg, VA||Jun 2005 - Aug 2007||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2014|
Total Assets Under Management261MILLIONS
Total Number of Accounts793ACCOUNTS
Average Account Value$329,406
- 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
- Pension consulting services
DC, MD, NC, TX, VA