Robert WhitbeckCRD Number: 1955905
Current Firm: Lincoln Financial Advisors Corporation
Robert Whitbeck (CRD# 1955905) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Rochester, NY and has over 28 years of experience in the finance industry.
Wall Street Financial Group, Inc.
American Portfolios Advisors, Inc.
Sage, Rutty & Company, Inc.
|Lincoln Financial Advisors Corporation||Rochester, NY||Jun 1998 - Current||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1989|
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
- Criminal Record
Total Assets Under Management13,548MILLIONS
Total Number of Accounts52,000ACCOUNTS
Average Account Value$260,535
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV