B. Patterson “Pat” Robson, Jr. [ChFEBC℠]
PO Box 70201
Henrico, VA 23255
Original Certification Date: 3/1/2013
ChFEBC℠ Number: R41R307P1
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
CRD #: 1280772
Primary Insurance: Penn Mutual, Protective Life, Fidelity & Guarantee, Lincoln National, Corebridge, Illinois Mutual, Principal, Hanleigh
Primary Investment: Sammons Retirement Services, Midland, American Funds, VOYA funds
Services: Federal employee benefits profiling, retirement & wealth planning, Pooled Employer Plans (401(k)’s), planning for closely-held businessess, Special Needs planning, Medicare planning
Additional Information: Series 6, 63 and 65 (fiduciary), USNR-retired, NARFE member, Callao, VA Moose Lodge, Thomas Jefferson Civitan Club