Robert Delambily is a ChFC-designated registered investment advisor at Spc, based in Medford, NJ, with 41 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 30,916 clients with $6.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum annual advisory fee is 2.50%. Advisors set their own rates for each account up to this maximum limit. A 0.15% program fee is included within the total fee.
Fee Estimator
Location
The Lexington Building, 180 Tuckerton Road, Suite 12, Medford, NJ, 08055
Get directionsHistory
Regulatory History
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 officiates track and field and basketball, teaches officiating classes, and operates under the DBA Planned Financial Programs. He also sells various insurance products, prepares personal income tax returns, acts as Durable POA for his mother, and is involved in real estate, HOA, and non-profit activities.
Employment History
Current Registrations
Spc
Parkland Securities, LLCBroker
Previous Registrations
Securian Financial Services, INC.Broker
Investment Management & Research, INCBroker
The Prudential Insurance Company of AmericaBroker
Pruco Securities CorporationBroker
Linsco/private Ledger CORP.Broker
Linsco Financial Group, INC.Broker
Integrated Resources Equity CorporationBroker
Monarch Securities, INC.Broker
Pml Securities CompanyBroker
State Registrations5 states
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
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