Clear Mountain Investments Hires Robert Hoskin as LPL Financial Advisor
Posted on: July 3rd, 2018
Clear Mountain Investments, a division of Clear Mountain Bank, has hired Robert Hoskin as a LPL Financial Advisor, through a relationship with LPL Financial (LPL).
In his position, Hoskin will provide prudent financial guidance, advice and strategies to clients interested in various financial products such as Annuities, Estate Planning, Insurance, Mutual Funds, Retirement Plans, Stocks and Education Savings for individuals and companies.
Hoskin brings to Clear Mountain Investments more than 17 years of experience in the financial industry, and most recently served as Client Relationship Consultant for a major financial services firm. He has prior experience in many financial counseling capacities, including account management and wealth management advisor.
He has Series 7 and 66 licenses held through LPL Financial, as well as life and health insurance licenses, which allow him to assist clients with a wide array of financial products and services. Hoskin resides in Morgantown and is active in the community.
In addition to his financial services background, Hoskin holds a law degree from Seton Hall University School of Law in NJ, where he received his Juris Doctor with a focus in the areas of estate planning and bankruptcy. He also graduated from Idaho State University, where he received a BA in Finance.
“We are very excited to have Robert as part of our growing team of financial professionals at Clear Mountain Investments,” said David M. Thomas, president & CEO of Clear Mountain Bank. “His extensive knowledge and background in investments and financial planning will provide informed guidance to our valued clients.”
Hoskin can be reached at Clear Mountain Investments Pierpont office at 102 Venture Drive in Morgantown, WV or by phone at 304.292.7372 or email firstname.lastname@example.org.
Securities and financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Clear Mountain Bank deposits and are not FDIC insured. These products are not obligations of Clear Mountain Bank and are not endorsed, recommended or guaranteed by Clear Mountain Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Clear Mountain Bank and Clear Mountain Investments are not registered broker/dealers and are not affiliated with LPL Financial.