Unclaimed Profile

Robert W Teston

BANKERS SOUTH LENDING & FINANCE, LLC·LAKELAND, Florida

Clean recordBANKERS SOUTH LENDING & FINANCE, LLC

4030 SOUTH PIPKIN RD., LAKELAND, FL 33811CRD# 6098129Firm CRD# 164866

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert W Teston · LAKELAND, FL

Registration

CRD #6098129 · BANKERS SOUTH LENDING & FINANCE, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Robert W Teston is a registered financial advisor based in LAKELAND, Florida, affiliated with BANKERS SOUTH LENDING & FINANCE, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

AGAMERICA LENDING LLC

AUM

$1.8B

Regulatory assets under management

Employees

133

Total firm employees

View all advisors at AGAMERICA LENDING LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6098129

Firm CRD# 164866

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert W Teston offer?

Robert W Teston specializes in Retirement Planning. Contact their office in LAKELAND, Florida for a consultation.

What are Robert W Teston's credentials?

Robert W Teston is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert W Teston located?

Robert W Teston is based in LAKELAND, Florida, working with BANKERS SOUTH LENDING & FINANCE, LLC. Their office serves clients in the LAKELAND metropolitan area and surrounding communities.

How does Robert W Teston charge for services?

Robert W Teston's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BANKERS SOUTH LENDING & FINANCE, LLC?

BANKERS SOUTH LENDING & FINANCE, LLC has approximately 133 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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