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Robert R
Series 63, Series 65
Venice, FL
Capital Analysts
Robert Rano Jr. is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He has worked with Lincoln Investment Planning, Inc. since 2012 and has been president of Clifford & Rano Insurance Agency, Inc. since 1988. Outside of his advisory role, he is a shareholder in a pizzeria and serves as secretary of the North High School Alumni Association. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and corporate clients, offering discretionary and non-discretionary portfolio management with access to third-party managers and customized advisory services. The firm employs an in-house investment management team that oversees model portfolios and utilizes a proprietary mutual-fund screening process.
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