Robert Caselli
Robert Caselli is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Blakely, PA, with 43 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
1813 Main St, Blakely, PA, 18447
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Regulatory History (1)
Customer Dispute
November 2010Other Business ActivitiesSells Insurance
Robert is involved in several insurance-related activities, including selling various insurance products through multiple agencies and marketing groups, and acting as a life and annuity broker. He also owns commercial real estate and is a member of his parish's finance committee.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Pruco Securities, LLC.Broker
State Registrations15 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.