Topline | Bob Platt, Cmfc, Ltcp

See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Bob Platt, Cmfc, Ltcp

Financial Advisor at Platt Financial

Intro Book

Experienced financial advisor with 17 years of experience in financial and insurance services.

Claim this Profile

Location

Lynchburg, Virginia, United States, US

Skills

Retirement Planning
Fixed Annuities
Life Insurance

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$120.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Bob has 17 years of experience as a financial advisor, which is a significant amount of time. He’s also got a degree from Hampden-Sydney College, which adds some prestige. Skills like financial planning, insurance, and wealth management are in demand. However, his experience is more on the advisory side, rather than investment management or trading. Location is Lynchburg, VA, which is a smaller market. Financial advisors with similar experience and skills might charge around $100-$150 per hour. Considering Bob’s level of experience and education, I’ll estimate around $120 per hour.

Bio

Generated by

Topline AI

Bob Platt is a seasoned financial professional with 17 years of experience in financial and insurance services. He is a Chartered Mutual Fund Counselor (CMFC) and Long Term Care Profession (LTCP). Bob has worked with Mutual of Omaha and Platt Financial, providing wealth management services, long term care planning, and health & insurance services. He holds a BS degree from Hampden-Sydney College and is registered to sell securities in Virginia and licensed to sell insurance in Virginia and Texas.

Experience

Platt Financial
- Lynchburg, VA
- Financial Advisor
  - Aug 2013 - Present
  - Lynchburg, VA
  Wealth Management Services, Long Term Care Planning, Health & Insurance services.Chartered Mutual Fund Counselor (CMFC), and Long Term Care Professional (LTCP).Securities and Investment Advisory Services offered through H. Beck, Inc., Member FINRA (www.FINRA.org), SIPC (www.SIPC.com). Platt Financial, and H. Beck Inc. are not affiliated. 1676 Audubon Drive, Lynchburg, VA 24503 434-384-0414Registered to sell securities in the state of Virginia and licensed to sell insurance in the state of Virginia and Texas. This is not an offer or solicitation in any other state.Third party posts do not reflect the views of H. Beck, Inc. and have not been reviewed by H. Beck, Inc. as to accuracy and completeness. This information should not be considered tax/legal advice. You should consult your tax/legal advisor regarding your own tax/legal situation. Investments will fluctuate and may be worth more or less than when originally purchased. There is no assurance that any particular strategy will work under all market conditions. Past performance does not guarantee future results.
Mutual of Omaha
- Lynchburg, VA
- Financial Advisor
  - Feb 1996 - Aug 2013
  - Lynchburg, VA
  Financial and Insurance services

Education

1971 - 1975

Hampden-Sydney College
BS, Science & Pre-Medical

1971 - 1975

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

The High-Trust Way To Connect with Decision Makers

Humans & AI working together to help you grow.

See How Many Clients You're Missing Each Month

Bob Platt, Cmfc, Ltcp

Refer a Friend to Get
100 Credits For FREE

$120.0

Hourly Rate