Robert HanlonCRD Number: 1218971
Current Firm: Rph Financial Services, Inc.
Robert Hanlon (CRD# 1218971) is an Investment Advisor Representative working at Rph Financial Services, Inc. in Stroudsburg, PA and has over 30 years of experience in the finance industry. Robert Hanlon 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.
Brighton Financial Planning
Royal Alliance Associates, Inc.
Invest Financial Corporation
|Sterne Agee Investment Advisor Services, Inc.||Birmingham, AL||Jan 2015 - Current||3|
|Sterne Agee Financial Services, Inc.||Stroudsburg, PA||Sep 2014 - Current||3|
|Wrp Investments, Inc.||Youngstown, OH||Mar 2005 - Current||12|
|Rph Financial Services||Westfield, NJ||Jan 1989 - Current||29|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1987|
|S65||NASAA Investment Advisors Law Examination||Jul 1997|
Total Assets Under Management156MILLIONS
Total Number of Accounts657ACCOUNTS
Average Account Value$237,981
- 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
- Selection of other advisers (including private fund managers)
CA, FL, NH, NJ, PA, TX