B. Patterson “Pat” Robson, Jr. [ChFEBC℠]
4905 Radford Ave
Suite 110
Richmond, VA 23230
Original Certification Date: 3/1/2013
ChFEBC℠ Number: P041RR713
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, Principal, Protective Life, UnitedHealthcare, Humana, Aetna, Reliance Standard, Standard Ins., Hanleigh Insurance
Primary Investment: Sammons Retirement Services, American Funds, whichever mutual funds best fit the need
Services: Federal Benefits planning, financial planning, Special Needs Planning, Closely-held business benefits & owner planning, Medicare coverage planning
Additional Information: United States Navy Reserve (retired), Richmond Navy League, Thomas Jefferson Civitan Club, Callao Moose Lodge