Robert Lipka (CRD# 5088382) is an Investment Advisor Representative working at Robert Henry Wealth Management, LLC in Stuart, FL and has over 18 years of experience in the finance industry.
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 5575170
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Robert Henry Wealth Management, LLC | Stuart, FL | Mar 2022 - Current | 2 |
| Robert Henry Wealth Management, LLC | Wellington, FL | Jul 2019 - Mar 2022 | 2 |
| Robert Henry Wealth Management, LLC | Westport, CT | Jan 2010 - Jul 2019 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2006 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management13MILLIONS
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Total Number of Accounts38ACCOUNTS
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Average Account Value$330,290
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
FL
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