Robert Wilmath
Professional summary
Robert Wilmath, who also goes by Bobby Wilmath, Robert J Wilmath, Robert James Wilmath, is a registered financial professional currently at LOCORR DISTRIBUTORS, LLC located in Excelsior, Minnesota.
Robert is registered as a RR (Registered Representative) and started their career in finance in 1993. Robert has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Robert Wilmath's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 3, 2021 - Present
LOCORR DISTRIBUTORS, LLC
Office #1: 687 Excelsior Blvd, Excelsior, MN 55331May 10, 2019 - October 15, 2020
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP.
March 31, 1995 - October 13, 2020
FRANKLIN/TEMPLETON DISTRIBUTORS, LLC
March 12, 1993 - August 17, 1993
WOODBURY FINANCIAL SERVICES, 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
(8/19/2021)
(1/3/2021)
Exams
FINRA
Current Firm
LOCORR DISTRIBUTORS, LLC
CRD#: 41782 / SEC#: , 8-49568
Contact information
FINRA licenses (13 States and Territories)
Documents
Red Flags
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