Certified Financial Planner
Current
Aug 2024 - Present
AeroLeads people directory · profile
Robert Symonds Email & Phone Number
Certified Financial Planner
at
Academy Financial, Inc.
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Certified Financial Planner
Location
Columbia, Maryland, United States
Company size
Who is Robert Symonds? Overview
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Quick answer
Robert Symonds is listed as Certified Financial Planner at Academy Financial, Inc., a with 14 employees, based in Columbia, Maryland, United States. AeroLeads shows a matched LinkedIn profile for Robert Symonds.
Robert Symonds previously worked as Financial Planner at Stonebridge Advisors, Inc. and Client Relationship Manager at Heritage Financial Consultants, Llc. Robert Symonds holds Bs, Financial Economics from University Of Maryland Baltimore County.
Company email context
Email format at Academy Financial, Inc.
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Academy Financial, Inc.
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Profile bio
About Robert Symonds
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Current workplace
Robert Symonds's current company
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Academy Financial, Inc.
Employees
14
AeroLeads page
4 roles
Robert Symonds work experience
A career timeline built from the work history available for this profile.
Financial Planner
Aug 2013 - Aug 2024
Client Relationship Manager
Mar 2010 - Jul 2013
Junior Financial Planner
Heritage Financial Consultants Llc
Jun 2005 - Oct 2008
2 education records
Robert Symonds education
Bs, Financial Economics
Mba, Applied Business
FAQ
Frequently asked questions about Robert Symonds
Quick answers generated from the profile data available on this page.
What company does Robert Symonds work for?
Robert Symonds works for Academy Financial, Inc..
What is Robert Symonds's role at Academy Financial, Inc.?
Robert Symonds is listed as Certified Financial Planner at Academy Financial, Inc..
Where is Robert Symonds based?
Robert Symonds is based in Columbia, Maryland, United States while working with Academy Financial, Inc..
What companies has Robert Symonds worked for?
Robert Symonds has worked for Academy Financial, Inc., Stonebridge Advisors, Inc., Heritage Financial Consultants, Llc, and Heritage Financial Consultants Llc.
How can I contact Robert Symonds?
You can use AeroLeads to view verified contact signals for Robert Symonds at Academy Financial, Inc., including work email, phone, and LinkedIn data when available.
What schools did Robert Symonds attend?
Robert Symonds holds Bs, Financial Economics from University Of Maryland Baltimore County.
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