Robert O. Lenoir
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Robert Otis Lenoir, who also goes by Bobby Lenoir, was a registered financial professional .
Robert is a previously registered financial professional and started their career in finance in 1986. Robert had worked at 8 firms and has passed the Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 28, 2013 - August 20, 2018
EFP ADVISORS
January 4, 2010 - April 1, 2013
CS PLANNING CORP
March 31, 2009 - December 23, 2009
CS PLANNING CORP
June 8, 2006 - March 17, 2009
STANFORD GROUP COMPANY
June 8, 2006 - March 17, 2009
STANFORD GROUP COMPANY
November 15, 1999 - June 27, 2006
EFP WEALTH MANAGEMENT
July 30, 1999 - July 7, 2006
FSC SECURITIES CORPORATION
November 8, 1989 - October 19, 1992
HOME LIFE INSURANCE COMPANY
May 23, 1989 - July 23, 1999
WS GRIFFITH SECURITIES, INC.
August 8, 1986 - June 20, 1989
LAMARCO, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
EFP ADVISORS
CRD#: 161249 / SEC#: 801-79242
Contact information
Regulatory assets under management
| Total Number of Accounts | 1,131 |
| AUM (Assets Under Management) | $ 282,777,676 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
