RD
Robert W. Delambily
SPC
Medford, NJ 08055
Some features on this profile are disabled
CRD#: 864066
RD
Professional summary
Robert Walter Delambily JR, who also goes by Bob Delambily, is a registered financial advisor currently at SPC located in Medford, New Jersey and PARKLAND SECURITIES, LLC located in Medford, New Jersey.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. Robert has worked at 11 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 1 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bob Delambily
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.
1. Officiate track & field and basketball. In addition to officiating, I teach officiating classes at The Track Officials Group, Evesham, NJ. Classes are 2 hrs/wk during January and February. Not investment related. 2. DBA - PLANNED FINANCIAL PROGRAMS, The Braddock Bldg, 205 Tuckerton Rd, Ste 202, Medford, NJ 08055; IVST RLTD; 3. INS BRKG-(ANNUITIES); 4. SALE OF VARIOUS INS PRODUCTS - BOTH GROUP AND INDIVIDUAL - SOLE PROPRIETOR; 5. Board Member/President of the Basketball Club of South Jersey, Cherry Hill, NJ. Start Date: 6/9/15, Approx. 2 hrs/mo, none during trading hrs. INV REL: N. Community service volunteer to help raise funds for scholarships & All Star Game. 6. PREPARATION OF PERSONAL INCOME TAX RETURNS, The Braddock Bldg, 205 Tuckerton Rd, Ste 202, Medford, NJ. START DATE: 7/15/15, HOURS WILL VARY BASED UPON TIME OF YEAR, NOT INVESTMENT RELATED. 7. Acting as Durable POA for my mother. Responsible for paying bills, making purchases and handling mother's affairs. Start date: 10/24/18. Amount of time will vary. Not investment related. 8. RERMD, LLC, Medford, NJ - Jointly owned with spouse. Purchasing residential properties to rehab, rent and/or sell. Start date: 3/26/19, approx. 2-10 hrs/mo with minimal time spent during mkt. hrs. Not investment related. 9. Board member - Tauton Trace HOA, Medford, NJ. General board duties addressing various community issues. Start date: 1/1/21, approx. 2-5 hrs/mo, none during mkt hrs. Not investment related. 10. Board member of Runnemede Industries Inc, which is a Section 509 (A) (3) Type 1 non-profit Supporting Organization of Bestwork Industries for the Blind Inc, Cherry Hill, NJ. This is a non-profit organization that provides jobs for visually impaired individuals. Start date: 11/15/17, approx. 2 hrs/mo, none during mkt hrs. Not investment related. 11. New Jersey Lions Club's District 16 Finance and Operations Chairperson. Duties include keeping District records up-to-date and provide reports to officers. No access to funds. Start date: 11/22/24, approx. 4 hrs/mo. Term runs to July 2025. INV REL: N
CRS (Client Relationship Summary) - RIA
Click below to view Robert Walter Delambily JR's 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®
NoneExperience
Current
June 5, 2013 - Present
SPC
Office #1: The Lexington Building 180 Tuckerton Road, Suite 12, Medford, NJ 08055RIA
CRD#: 110692
Medford, NJ
Current
August 1, 2006 - Present
PARKLAND SECURITIES, LLC
Office #1: The Lexington Building 180 Tuckerton Road, Suite 12, Medford, NJ 08055BD
CRD#: 115368
Medford, NJ
Past
March 9, 1994 - August 4, 2006
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
COLLINGSWOOD, NJ
Past
January 24, 1992 - March 30, 1994
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
ST. PETERSBURG, FL
Past
January 1, 1992 - January 27, 1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
BD
CRD#: 680
NEWARK, NJ
Past
January 1, 1992 - January 27, 1992
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
Past
December 16, 1989 - December 6, 1991
LPL FINANCIAL LLC
BD
CRD#: 6413
FORT MILL, SC
Past
September 26, 1989 - December 16, 1989
LINSCO FINANCIAL GROUP, INC.
BD
CRD#: 524
Past
July 24, 1986 - May 10, 1988
INTEGRATED RESOURCES EQUITY CORPORATION
BD
CRD#: 6403
Past
September 12, 1985 - September 1, 1989
MONARCH SECURITIES, INC.
BD
CRD#: 2809
Past
August 24, 1984 - August 11, 1988
1717 CAPITAL MANAGEMENT COMPANY
BD
CRD#: 4082
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SP
SPC
PARKLAND SECURITIES, LLC | SPC | SIGMA PLANNING CORPORATION | SIGMA PLANNING CORP
CRD#: 110692 / SEC#: 801-20404
RIA
Registered Investment Advisory firm - (1/11/1984 Approved)Alaska
Registered Investment Advisory firm - (2/13/2002 Cancelled)Arizona
Registered Investment Advisory firm - (2/14/2002 Terminated)California
Registered Investment Advisory firm - (1/17/2002 Cancelled)Colorado
Registered Investment Advisory firm - (2/14/2002 Cancelled)Delaware
Registered Investment Advisory firm - (2/14/2002 Terminated)Hawaii
Registered Investment Advisory firm - (3/19/2002 Terminated)Montana
Registered Investment Advisory firm - (2/12/2002 Terminated)New Hampshire
Registered Investment Advisory firm - (2/14/2002 Terminated)New Mexico
Registered Investment Advisory firm - (2/14/2002 Terminated)New York
Registered Investment Advisory firm - (1/17/2002 Cancelled)Rhode Island
Registered Investment Advisory firm - (3/7/2002 Terminated)Tennessee
Registered Investment Advisory firm - (2/14/2002 Terminated)Utah
Registered Investment Advisory firm - (1/17/2002 Terminated)Wisconsin
Registered Investment Advisory firm - (1/30/2002 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.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
New Jersey(8/1/2006)
IAR
New Jersey(6/5/2013)
RR
North Carolina(9/6/2024)
RR
Pennsylvania(8/1/2006)
RR
South Carolina(8/1/2006)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 3/19/1979
Registered Representative ExaminationSRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market
Current Firm
SP
SPC
PARKLAND SECURITIES, LLC | SPC | SIGMA PLANNING CORPORATION | SIGMA PLANNING CORP
CRD#: 110692 / SEC#: 801-20404
RIA
Registered Investment Advisory firm - (1/11/1984 Approved)Alaska
Registered Investment Advisory firm - (2/13/2002 Cancelled)Arizona
Registered Investment Advisory firm - (2/14/2002 Terminated)California
Registered Investment Advisory firm - (1/17/2002 Cancelled)Colorado
Registered Investment Advisory firm - (2/14/2002 Cancelled)Delaware
Registered Investment Advisory firm - (2/14/2002 Terminated)Hawaii
Registered Investment Advisory firm - (3/19/2002 Terminated)Montana
Registered Investment Advisory firm - (2/12/2002 Terminated)New Hampshire
Registered Investment Advisory firm - (2/14/2002 Terminated)New Mexico
Registered Investment Advisory firm - (2/14/2002 Terminated)New York
Registered Investment Advisory firm - (1/17/2002 Cancelled)Rhode Island
Registered Investment Advisory firm - (3/7/2002 Terminated)Tennessee
Registered Investment Advisory firm - (2/14/2002 Terminated)Utah
Registered Investment Advisory firm - (1/17/2002 Terminated)Wisconsin
Registered Investment Advisory firm - (1/30/2002 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
300 Parkland Plaza, Ann Arbor, MI 48103
Mailing Address
Phone number
(734) 663-1611
Established
Firm type
Fiscal year end
# of Employees
462
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 26,544 |
| AUM (Assets Under Management) | $ 5,655,661,675 |
Red Flags
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Company Information
SPC
CRD#: 110692Medford, NJ 08055TRUST BUT VERIFY
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