RL
RL

Robert Paul Lindquist

11 Years of Experience
BrokerSells Insurance
Compensation
N/A
Firm Size
23 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Loading...

Location

444 W 47th Street, Suite 900, Kansas City, MO, 64112

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Robert provides general insurance brokerage services (health, group life, etc.) for Lockton Companies, LLC, dedicating minimal time. He also provides investment advisory services through Lockton Investment Advisors, LLC, taking up nearly all his time.

Employment History
Current Registrations
Lockton Investment Advisors, LLC
June 2020 - Present · 5 yrs 8 mos
Lockton Investment Securities, LLCBroker
March 2020 - Present · 5 yrs 11 mos
Previous Registrations
Foreside Fund Services, LLCBroker
January 2019 - February 2020 · 1 yr 1 mo
Umb Financial Services, INC.Broker
May 2014 - January 2019 · 4 yrs 8 mos
State Registrations1 state
MO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Robert Paul Lindquist - Financial Advisor | TrueAdvisor