Robert R. Dufresne
Professional summary
Robert Raymond Dufresne SR, CFP®, who also goes by Bob Dufresne Sr, Robert R Dufresne, is a registered financial advisor currently at PLANNED FINANCIAL SECURITY located in Haines City, Florida.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Robert has worked at 5 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert Raymond Dufresne SR's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1991
Experience
April 28, 1999 - Present
PLANNED FINANCIAL SECURITY
December 2, 2003 - June 6, 2007
CALTON & ASSOCIATES, INC.
November 3, 2003 - June 6, 2007
CALTON & ASSOCIATES, INC.
April 23, 1998 - October 20, 2003
OSAIC FS, INC.
May 12, 1997 - November 10, 1997
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
May 12, 1997 - November 10, 1997
EQUITABLE ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/28/1999)
Exams
Current Firm
PLANNED FINANCIAL SECURITY
CRD#: 141924 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 55 |
| AUM (Assets Under Management) | $ 41,474,474 |
Red Flags
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