UBS Financial Services
47yrs
Top advisor by experience in Phoenix
39yrs
Based in Phoenix, Arizona, Robert Cates is a financial advisor with 39 years of industry experience. Robert joined Lincoln Investment in 2018, a firm offering financial planning, investment management, and selecting outside investment managers. Lincoln Investment reports being paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience39 years (since 1988)
How that compares ?Top 5% by experience in Phoenix
Office3101 N. Central Ave. Suite 890, Phoenix, AZ 85012
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$157,266
Advisors at the firm900
States licensed ?1 state
Services through Lincoln Investment
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2018 – nowLincoln InvestmentCurrent firm
- 2015 – nowCapital AnalystsCurrent
Contact Robert
(215) 887-8111Firm headquarters in Fort Washington, PA. Ask for Robert. 3101 N. Central Ave. Suite 890Phoenix, AZ 85012Office · Get directions Facebook pageLincoln Investment
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call Lincoln Investment at (215) 887-8111 and ask for Robert Cates. Robert works from the Phoenix, AZ office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1988, about 39 years. Top 5% by experience in Phoenix.
What licenses does Robert hold?
Series 63. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Robert paid?
Lincoln Investment reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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