Unclaimed Profile

Robert Paul Hanlon

RPH FINANCIAL SERVICES, INC.·STROUDSBURG, Pennsylvania

SIE, Series 6, Series 7, Series 63, Series 65CFPClean record28 years registeredRPH FINANCIAL SERVICES, INC.

5109 NEOLA ROAD, STROUDSBURG, PA 18360CRD# 1218971Firm CRD# 298683

Profile Verification

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

Identity

Robert Paul Hanlon · STROUDSBURG, PA

Registration

CRD #1218971 · RPH FINANCIAL SERVICES, INC. · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: RPH FINANCIAL SERVICES, INC.

THE MATHER GROUP, LLC

Oct 2019 – Mar 2024

Stroudsburg, PA

RPH FINANCIAL SERVICES, INC.

Oct 2018 – Oct 2019

STROUDSBURG, PA

STERNE AGEE INVESTMENT ADVISOR SERVICES, INC.

Jan 2015 – Nov 2016

BIRMINGHAM, AL

STERNE AGEE INVESTMENT ADVISOR SERVICES, INC.

Oct 2006 – Jan 2015

STROUDSBURG, PA

SWS FINANCIAL SERVICES

Aug 2004 – Mar 2005

SCIOTA, PA

MID ATLANTIC FINANCIAL MANAGEMENT, INC.

May 2004 – Aug 2004

PITTSBURGH, PA

LONDON PACIFIC ADVISORS

Aug 1998 – May 2004

SCIOTA, PA

RPH FINANCIAL SERVICES, INC

Apr 1998 – Dec 2018

STROUDSBURG, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · April 28, 1998

Years registered · 28

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RPH FINANCIAL SERVICES, INC.

CRD 298683 · SEC 801-114057

AUM

$151M

Regulatory assets under management

Employees

572 client accounts

Services offered by RPH FINANCIAL SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RPH FINANCIAL SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Robert Paul Hanlon offer?

Robert Paul Hanlon specializes in Financial Planning, Investment Management.

What are Robert Paul Hanlon's credentials?

Robert Paul Hanlon holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Robert Paul Hanlon located?

Robert Paul Hanlon is based in STROUDSBURG, Pennsylvania, last registered with RPH FINANCIAL SERVICES, INC..

How does Robert Paul Hanlon charge for services?

Robert Paul Hanlon's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RPH FINANCIAL SERVICES, INC.?

RPH FINANCIAL SERVICES, INC. has approximately 4 employees and manages $151M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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Nearby cities in Pennsylvania

PITTSBURGH (289)PHILADELPHIA (208)WAYNE (87)RADNOR (71)BERWYN (68)MALVERN (58)WEST CONSHOHOCKEN (56)LANCASTER (55)CONSHOHOCKEN (50)WYOMISSING (48)

City Guides

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Research

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