Robert ObrienCRD Number: 1314543
Current Firm: Financial Security Advisory Inc.
Robert Obrien (CRD# 1314543) is an Investment Advisor Representative working at Financial Security Advisory Inc. in Virginia Beach, VA and has over 33 years of experience in the finance industry. Robert Obrien 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.
Pathway Financial Planning, Inc.
Lincoln Financial Advisors Corporation
Virginia Capital Management Group Inc.
|#ia Financial Security Advisory, Incorpo||Virginia Beach, VA||Jun 1997 - Current||20|
|Financial Security Management, Incorporated||Virginia Beach, VA||Jan 1997 - Current||21|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1984|
Total Assets Under Management547MILLIONS
Total Number of Accounts3,700ACCOUNTS
Average Account Value$147,811
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, CT, FL, MA, MD, NC, NJ, NY, PA, SC, TX, VA