Robert Wilson (CRD# 6429092) is an Investment Advisor Representative working at Lpl Financial LLC in Providence Forge, VA and has over 8 years of experience in the finance industry. Robert Wilson 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# 1266966
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 864358
Frontier Financial Partners, LLC
CRD# 6404324
Davenport & Company LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| C&f Bank Dba C&f Wealth Management | West Point, VA | Sep 2018 - Current | 5 |
| Lpl Financial LLC | West Point, VA | Sep 2018 - Current | 5 |
| C&f Bank Dba C&f Wealth Management | West Point, VA | Feb 2017 - Aug 2018 | 1 |
| Lpl Financial LLC | West Point, VA | Aug 2016 - Aug 2018 | 2 |
| C&f Bank Dba C&f Wealth Management | West Point, VA | Sep 2015 - Jan 2017 | 1 |
| Lpl Financial LLC | West Point, VA | Dec 2014 - Aug 2016 | 1 |
| C&f Bank Dba C&f Wealth Management | West Point, VA | Dec 2014 - Sep 2015 | < 1 |
| Unemployed | West Point, VA | May 2014 - Dec 2014 | < 1 |
| Hampden-sydney College | Farmville, VA | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2016 |
- TX
- VA
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
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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