Robert J. Lachica
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 J Lachica JR, who also goes by Robert Joseph De Lachica Jr., was a registered financial professional .
Robert is a previously registered financial professional and started their career in finance in 2006. Robert had worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 16, 2021 - October 15, 2021
SOUTHPORT CAPITAL
January 14, 2013 - May 3, 2021
WEALTH MANAGEMENT GROUP, LLC
February 15, 2007 - April 6, 2016
SILVER OAK SECURITIES, INCORPORATED
September 19, 2006 - February 13, 2007
UNITED SECURITIES ALLIANCE, INC.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
SOUTHPORT CAPITAL
CRD#: 113364 / SEC#: 801-60356
Contact information
Regulatory assets under management
| Total Number of Accounts | 3,003 |
| AUM (Assets Under Management) | $ 729,563,934 |
Red Flags
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