Robert Love, financial advisor Clearfield PA
96 score

Robert Love

CRD Number: 5313949
Current Firm: Securities America Advisors, Inc.

Robert Love (CRD# 5313949) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Clearfield, PA and has over 10 years of experience in the finance industry. Robert Love 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.

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Professional Designations
Company Name Location Dates Years
Securities America, Inc. Ridgway, PA Jun 2013 - Current 4
Securities America Advisors, Inc. Ridgway, PA Jun 2013 - Current 4
Cnb Bank St Mary's, PA Apr 2011 - Current 7
Lpl Financial Charlotte, NC Apr 2011 - Jun 2013 2
Investment Professionals, Inc. Dubois, PA Apr 2010 - Apr 2011 1
Pnc Investments Clarion, PA Nov 2009 - Apr 2010 < 1
Natcity Investments Punxsutawney, PA Feb 2007 - Apr 2010 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2007
S65 NASAA Investment Advisors Law Examination Jan 2009
Contact Info for Robert M. Love
Phone Number: 402-399-9111
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    15,610
    MILLIONS
  • Total Number of Accounts
    105,891
    ACCOUNTS
  • Average Account Value
    $147,418
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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