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Robert Lobdell is a registered investment advisor, based in Honolulu, HI, with 29 years of industry experience.
Location
1415 Dillingham Blvd #204, Honolulu, HI, 96817
Get directionsHistory
Regulatory History (1)
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Customer Dispute
June 2003Denied
Other Business ActivitiesSells Insurance
Robert is an independent insurance producer since 2023, dedicating minimal time to this activity. He assists his son with his fixed life and fixed annuity products business by helping with product selection and ensuring proper recommendations.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
February 2025 - Present · 1 yr 3 mos
Cetera Investment Advisers LLC
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Concourse Financial Group Advisors
April 2008 - February 2025 · 16 yrs 10 mos
Concourse Financial Group Securities, INC.Broker
April 2008 - February 2025 · 16 yrs 10 mos
Jefferson Pilot Securities CORP
November 2002 - April 2008 · 5 yrs 5 mos
Jefferson Pilot Securities CorporationBroker
October 1997 - April 2008 · 10 yrs 6 mos
Jefferson-Pilot Investor Services, INC.Broker
July 1996 - October 1997 · 1 yr 3 mos
State Registrations4 states
AZCAHINV
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.