B. Patterson “Pat” Robson, Jr. [ChFEBC℠]
PO Box 70201
Henrico, VA 23255
Original Certification Date: 3/1/2013
ChFEBC℠ Number: 1RPR70314
Organization: Robson Financial Legacies, LLC
Broker Dealer: PlanMember Securities, Inc
Phone: 804-716-2742
Cell: 804-402-5420
Fax: 804-843-8064
Email: patr@rfl1.com
Website: www.RFL1.com
States Currently Licensed: VA
State Insurance License #: 597115
NPN #: 2370454
CRD #: 1280772
Primary Insurance: Penn Mutual, Corebridge, Principle, Illinois Mutual, Hanleigh, Equitable, Protective, Secumin, United Healthcare, Humana, Aetna
Primary Investment: Folio investing, National Financial Services, American Funds, Franklink Templeton, PIMCO, MFS, Voya, Sammons Retirement Solutions
Services: Retirement planning, estate planning, business planning, special needs planning, 401ks, simple IRA’s, insurance planning
Additional Information: Member: NARF, Civitan, Callao, Moose 917, Richmond Navy League, USNR – Retired, University of Richmond Alumni