Robert Lee Hamlin

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2006 → 05/2022
  Lincoln Financial Advisors Corp.
  Virginia Beach, VA
• 05/2022 → Present
  Sagepoint Financial, Inc.
  Chesapeake, VA
• 09/2023 → Present
  Osaic Wealth, Inc.
  Chesapeake, VA

Previous Registrations

• 2022-05-06 → 2023-09-01
  Osaic Services, Inc.
  Scottsdale, AZ
  Chesapeake, VA
  Chesapeake, VA
• 2006-04-21 → 2022-05-09
  Osaic Fa, Inc.
  Virginia Beach, VA
  Virginia Beach, VA

Other Businesses

1. IRONBRIDGE WEALTH COUNSEL, LLC POSITION: Private Wealth Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 15 START DATE: 05/06/2022 ADDRESS: 1545 Crossways Blvd, Ste 250, Chesapeake VA 23320, United States DESCRIPTION: Using IronBridge Wealth Counsel as a marketing name for securities & insurance business.?Offering fixed insurance products. This typically is offered as a result of financial planning for a client.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-04-14
• S63 Uniform Securities Agent State Law Examination
  1999-08-10

Designations

• Certified Financial Planner

Other Names

• Rob Hamlin