Robert Lockery
Fiduciary Advisor | 401k Plan Advisor | Accredited Investment Fiduciary | Corporate Retirement Plan Advisor | Cash Balance Plan Advisor |
- Role
- Director-corporate Retirement Plans at Coastline Wealth Management
- Location
- Shelton, CT, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Robert Lockery
Coastline Wealth Management provide Fiduciary Oversight for 401k and Cash Balance Plans.…
Experience
Director-corporate Retirement Plans
Jan 2021 — Present
Skills
- Employee Benefits
- 401k 403b 457 Retirement Plan Specialist
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