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Roy Lines Location
Dubuque, IA, US
Roy Lines Work
2026 -now Vice President Financial Advisor @ UMB Financial Services, Inc.
2024 -2026 Wealth Advisor @
2024 -2024 Senior Financial Planner @
2023 -2024 Managing Director @
2020 -2024 Senior Financial Advisor @
2015 -2020 Business Development Manager, Honkamp Krueger Payroll @
2013 -2014 Health Management Productivity and Wellness Consultant @
2012 -2013 Director of Large CPA Firm Wealth Management Consulting @ 1st Global
2010 -2012 President and Wealth Advisor @ Lines Asset Management
1997 -2010 Vice President Of Business Development @
Roy Lines Education
Wartburg College
Bachelor of Arts (Education)
1981-1985
Roy Lines Summary
Roy Lines, based in Dubuque, IA, US, is currently a Vice President Financial Advisor at UMB Financial Services, Inc.. Roy Lines brings experience from previous roles at CBI Investment Services, Nikulski Financial, Inc. and The Advisory Group, Inc.. Roy Lines holds a 1981 - 1985 Bachelor of Arts in Education @ Wartburg College. Roy Lines has 1 emails on RocketReach.
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