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Robert Carter Lachney

Ameriprise Financial Services, LLC

Tuscaloosa, AL

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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2018-01-19
  • AL RA
    APPROVED
    Since 2018-01-19

Branch Locations

1817 Commons North Dr, Tuscaloosa, AL 35406 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Birmingham AL 02/2015 01/2018
Ameriprise Financial Services Inc Tuscaloosa AL 01/2018 03/2020
Ameriprise Financial Services, Llc Tuscaloosa AL 03/2020 Present
Previous Registrations
  • 2015-02-09 → 2018-01-24
    Lpl Financial Llc
    North Birmingham, AL
    Mccalla, AL
    Vestavia, AL
    Birmingham, AL
    Cullman, AL
    Birmingham, AL
    Birmingham, AL
    Gardendale, AL
    Hueytown, AL
    Birmingham, AL
    Leeds, AL
    Mccalla, AL
    Oxford, AL
    Pelham, AL
    Birmingham, AL
    Talladega, AL
    Trussville, AL
    Birmingham, AL
  • 2014-02-14 → 2015-02-05
    Valic Financial Advisors, Inc.
    Birmingham, AL
  • 2013-02-13 → 2014-01-27
    Raymond James & Associates, Inc.
    Birmingham, AL
  • 2011-01-11 → 2013-02-13
    Morgan Keegan & Company, Llc
    Birmingham, AL
  • 2010-06-01 → 2010-10-13
    Intl Advisory Consultants Inc.
    Birmingham, AL
Other Businesses

Independent Insurance Brokering; Allianz; 01/25/2018; .

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-05-21
  • S66 Uniform Combined State Law Examination
    2010-05-21
Other Names
  • Carter Lachney
  • Robert Carter Lachney
  • Robert Carter Lachney

View on SEC IAPD

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Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · TUSCALOOSA, AL
EAGLE STRATEGIES LLC · TUSCALOOSA, AL
JMF CAPSTONE WEALTH MANAGEMENT · TUSCALOOSA, AL
MONEY CONCEPTS CAPITAL CORP · Tuscaloosa, AL
OSAIC WEALTH, INC. · TUSCALOOSA, AL
FINANCIAL ECONOMICS CONSULTING GROUP, INC. · TUSCALOOSA, AL
FINANCIAL ECONOMICS CONSULTING GROUP, INC. · TUSCALOOSA, AL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Tuscaloosa, AL

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