Robert Sessa
Robert Sessa is a registered investment advisor at LPL Financial LLC, based in Westlake Village, CA, with 41 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
2555 Townsgate Rd Ste 300, Ste. 300, Westlake Village, CA, 91361
Get directionsHistory
Regulatory History (6)
Customer Dispute
January 2025Customer Dispute
May 2014Customer Dispute
March 2011Customer Dispute
April 2004Customer Dispute
July 2002Customer Dispute
January 1998Other Business ActivitiesSells Insurance
Robert is an agent for accident & health, life, and variable insurance. He also operates Sessa Wealth Management as a DBA for his securities business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Western International Securities
Western International Securities, INC.Broker
Financial West Group
Financial West GroupBroker
Painewebber IncorporatedBroker
Oppenheimer & CO., INC.Broker
Shearson Lehman Brothers INC.Broker
Dean Witter Reynolds INC.Broker
M.L. Stern & CO. INC.Broker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.