Robert Lew, financial advisor San Francisco CA
83 score

Robert Lew

CRD Number: 1212168
Current Firm: Planning & Financial Advisors

Robert Lew (CRD# 1212168) is an Investment Advisor Representative working at Planning & Financial Advisors in San Francisco, CA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC San Francisco, CA Sep 2009 - Current 8
Assocaited Securities Corp. San Francisco, CA Mar 2009 - Sep 2009 < 1
Fsc Securities Corporation, Inc. San Francisco, CA Mar 2000 - Mar 2009 9
Planning & Financial Advisors San Francisco, CA Apr 1995 - Mar 2009 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2005
S65 NASAA Investment Advisors Law Examination Jul 1999
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, 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
Get Details on the FINRA Advisor Check site
Contact Info for Robert Lew
Phone Number: 415-675-2930
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States

CA

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BADGES
83

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