Stanley Robbins, financial advisor Richboro PA

Stanley Robbins

CRD Number: 4667669
Current Firm: Lincoln Financial Advisors Corporation

Stanley Robbins (CRD# 4667669) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Richboro, PA and has over 20 years of experience in the finance industry. Stanley Robbins 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
Lincoln Financial Advisors Richboro, PA Dec 2022 - Current 1
Wells Fargo Clearing Services, LLC Huntingdon Valley, PA Nov 2016 - Dec 2022 6
Wells Fargo Advisors LLC Huntingdon Valley, PA May 2009 - Nov 2016 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2003
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Stanley M. Robbins
Phone Number: 800-237-3813
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    37,134
    MILLIONS
  • Total Number of Accounts
    103,063
    ACCOUNTS
  • Average Account Value
    $360,303
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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