Lucy Robeson, financial advisor Reston VA
91 score

Lucy Robeson

CRD 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.

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Professional Designations
Company Name Location Dates Years
Clearlogic Financial, Inc. F/k/a Ticknor Atherton & Associates Reston, VA Jul 2014 - Current 2
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
Contact Info for Lucy R. Robeson
Phone Number: 703-476-3521
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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