Robert Lockery (CRD# 2687139) is an Investment Advisor Representative working at Ganim Private Wealth in Shelton, CT and has over 28 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 1483428
Abbington Investment Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gfs Wealth Management Advisors Inc. Dba Ganim Financial | Bridgeport, CT | Jul 2017 - Current | 6 |
| Ganim Financial | Bridgeport, CT | Aug 2016 - Current | 7 |
| Kestra Investment Services, LLC | Austin, TX | Sep 2016 - Feb 2018 | 1 |
| Mml Investors Services LLC | Hamden, CT | Aug 2015 - Aug 2016 | 1 |
| Massmutual Life Insurance Co | Hamden, CT | Jul 2015 - Aug 2016 | 1 |
| Park Avenue Securities | Madison, CT | Dec 2012 - Jul 2015 | 2 |
| Guardian Life Insurance Company | Madison, CT | Oct 2012 - Jul 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1996 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2011 |
- CT
-
Total Assets Under Management132MILLIONS
-
Total Number of Accounts56ACCOUNTS
-
Average Account Value$2,348,994
- 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
- Pension consulting services
CT, FL, NH, NY, TX
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