Robert Dufresne (CRD# 2876587) is an Investment Advisor Representative working at Planned Financial Security in Haines City, FL and has over 25 years of experience in the finance industry. Robert Dufresne 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.
CRD# 6504539
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5383309
Truist Advisory Services, Inc.
CRD# 2800204
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Planned Financial Security | Haines City, FL | Jun 2007 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1998 |
| S65 | NASAA Investment Advisors Law Examination | Apr 1999 |
- FL
-
Total Assets Under Management35MILLIONS
-
Total Number of Accounts69ACCOUNTS
-
Average Account Value$503,056
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL
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