Robert Palma, financial advisor Royal Oak MI
90 score

Robert Palma

CRD Number: 6117326
Current Firm: Lincoln Investment

Robert Palma (CRD# 6117326) is an Investment Advisor Representative working at Lincoln Investment in Royal Oak, MI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Investment Royal Oak, MI Jan 2017 - Current 1
Legend Advisory Corporation Palm Beach Gardens, FL Jan 2016 - Current 2
Legend Equities Corporation Palm Beach Gardens, FL Jan 2016 - Current 2
Bank Of America, N.a. Bloomfield Hills, MI Aug 2014 - Jan 2016 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills, MI Jan 2013 - Jan 2016 3
Oakland University Rochester, MI Aug 2010 - Jan 2013 2
Raymond James Southfield, MI Aug 2012 - Dec 2012 < 1
Michigan State University East Lansing, MI Aug 2008 - Dec 2010 2
Oakland Community College Auburn Hills, MI Jun 2006 - Aug 2008 2
Pizza Hut Rochester, MI Dec 2005 - Aug 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2014
Contact Info for Robert A. Palma
Phone Number: 215-887-8111
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    6,294
    MILLIONS
  • Total Number of Accounts
    109,798
    ACCOUNTS
  • Average Account Value
    $57,320
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)
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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