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Bob Lankin

Bob Lankin

President

Followers of Bob Lankin2000 followers
location of Bob LankinGlenside, Pennsylvania, United States

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  • Timeline

  • About me

    Branch Manager Raymond James Financial Services Inc

  • Education

    • National Institute for Certified Estate Planning

      2009 - 2010
      CEP Estate Planning

      I completed the course and received my designation as a Certified Estate Planner.

    • College for Financial Planning

      1985 - 1987
      CFP® Financial Planning

      I was designated a CERTIFIED FINANCIAL PLANNER tm,professional in August 1987, after meeting the CFP® Board's certification standards.

    • Northeast High

      1966 - 1969

    • Temple University

      1969 - 1973
      Ba Political Science

      Activities and Societies: Served as the President of the B'nai B'rith Hillel Foundation at Temple University.

    • University of Baltimore

      1973 - 1975
      J.D Law

    • Temple University

      1969 - 1973
      Ba Political Science

  • Experience

    • Lankin Perelman Real Estate Inc

      Jan 1980 - Feb 1984
      President

      We sold residential real estate and managed investment properties.

    • Prudential-Bache Securities Inc

      Feb 1984 - Jan 1990
      Assistant Vice President-Investments | Financial Advisor | CERTIFIED FINANCIAL PLANNER™

      I completed the Account Executive training program, became a CERTIFIED FINANCIAL PLANNER™ and a securities sales supervisor.Financial Advisor | Certified Financial Planner ®

    • Raymond James Financial Services Inc. Member FINRA/SIPC

      Feb 1990 - now
      Branch Manager | CERTIFIED FINANCIAL PLANNER™ | Financial Advisor

      Our advisors handle investments for individuals and businesses, using strategies designed to build and maintain wealth and to provide for sufficient retirement income designed to last as long as you live. We select and setup retirement plans for businesses including 401K plans, Solo 401K plans, Profit Sharing plans, SIMPLE plans, 403B plans, SEP IRA plans, Defined Benefit Plans and IRA plansI am the branch manager at the Glenside office and at our Quakertown Pennsylvania office.Securities offered through Raymond James Financial Services Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.Please visit our Website to learn more: https://rjgreenwood.com/ Show less

  • Licenses & Certifications

    • CERTIFIED FINANCIAL PLANNER™

      International Board of Standards of Certified Financial Planning

    • Member of the Bar in Pennsylvania

      Supreme Court of Pennsylvania
      Apr 1976

  • Volunteer Experience

    • Membership Committee

      Issued by LeTip of Lower Bucks County on May 2014
      LeTip of Lower Bucks CountyAssociated with Bob Lankin

    • Master Mason

      Issued by Brotherhood Lodge #126 Pennsylvania Freemasons on Jan 2012
      Brotherhood Lodge #126 Pennsylvania FreemasonsAssociated with Bob Lankin

    • District Governor

      Issued by Rotary International on Jun 2005
      Rotary InternationalAssociated with Bob Lankin

    • Board Member

      Issued by Beth Sholom Congregation on Jun 1987
      Beth Sholom CongregationAssociated with Bob Lankin