Robert Lockhart is a registered investment advisor, based in Napa, CA, with 17 years of industry experience.
Location
1700 Soscol Avenue, Suite 27, Napa, CA, 94559
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is the CEO of Align Financial Inc., an S Corp affiliated with RJFS, acting in all capacities within the company. He dedicates about half of his time to this business, including during trading hours, and all outside marketing is approved by RJFS.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations22 states
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