Robert Alkon
Robert Alkon is a PFS-designated registered investment advisor at Alkon Financial Services, LLC, based in Boston, MA, with 16 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Boston, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is a principal at Alkon & Levine, P.C., a tax and accounting firm, dedicating full-time hours to this role since 1981. He is also an independent insurance agent, but spends no time on this activity.
Employment History
Current Registrations
Alkon Financial Services, LLC
State Registrations1 state
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