Robyn R. Lampert
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.
Robyn Rae Lampert, who also goes by Robyn Rae Willoughby, was a registered financial professional .
Robyn is a previously registered financial professional and started their career in finance in 2012. Robyn had worked at 4 firms and has passed the Series 66, 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
March 28, 2018 - December 31, 2021
FORTHRIGHT FINANCIAL, LLC
January 5, 2017 - October 18, 2017
BANCWEST INVESTMENT SERVICES, INC.
January 5, 2017 - October 18, 2017
BANCWEST INVESTMENT SERVICES, INC.
May 21, 2014 - December 8, 2016
VOYA FINANCIAL ADVISORS, INC.
April 22, 2014 - December 8, 2016
VOYA FINANCIAL ADVISORS, INC.
October 26, 2012 - January 9, 2013
EDWARD JONES
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
FORTHRIGHT FINANCIAL, LLC
CRD#: 292493 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 57 |
| AUM (Assets Under Management) | $ 5,038,792 |
Red Flags
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