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RB

Roberts C. Benton

TOBIN & COMPANY SECURITIES LLC
CHARLOTTE, NC 28280
Some features on this profile are disabled
CRD#: 6219066
RB

Professional summary


Roberts C Benton, who also goes by Roberts C Benton, Roberts Clark Benton, is a registered financial professional currently at TOBIN & COMPANY SECURITIES LLC located in Charlotte, North Carolina.

Roberts is registered as a RR (Registered Representative) and started their career in finance in 2013. Roberts has worked at 2 firms and has passed the Series 63, SIE and Series 79 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Roberts C Benton | Roberts Clark Benton

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Roberts C Benton's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

August 5, 2025 - Present

TOBIN & COMPANY SECURITIES LLC

Office #1: 101 South Tryon Street Suite 2700, Charlotte, NC 28280
BD
CRD#: 137918
CHARLOTTE, NC
Past

August 19, 2013 - March 31, 2025

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Nashville, TN

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arkansas
(8/20/2025)
RR
Illinois
(9/23/2025)
RR
North Carolina
(8/5/2025)
RR
Tennessee
(8/5/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 8/22/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


T&
TOBIN & COMPANY SECURITIES LLC
TOBIN & COMPANY SECURITIES LLC | TOBIN SOLITARIO SECURITIES LLC | TOBIN ADVISORS LLC | TOBIN ADVISORS II LLC

CRD#: 137918 / SEC#: , 8-67134

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information


Main Address
101 South Tryon Street Suite 2700, Charlotte, NC 28280
Mailing Address
P.o. Box 30486, Charlotte, NC 28230
Phone number
(704) 334-2772
Established
North Carolina since 05/12/2005
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


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Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
TOBIN & COMPANY INVESTMENT BANKING GROUP LLCPARENT COMPANY
TOBIN, JUSTINE EIDTCHIEF COMPLIANCE OFFICER1641345

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.

Company Information


TOBIN & COMPANY SECURITIES LLC

CRD#: 137918Charlotte, NC 28280

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