Robert Scarfo
Robert Scarfo is a registered investment advisor at LPL Financial LLC, based in Beavercreek, OH, with 39 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
3560 Pentagon Blvd, Beavercreek, OH, 45431
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2009Other Business Activities
Robert operates WPCU Retirement Solutions as a DBA for his LPL business. This investment-related activity takes up a full-time commitment.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
CUNA Brokerage Services, INC.Broker
Liberty Securities CorporationBroker
Natcity Investments, INC.Broker
The Huntington Investment CompanyBroker
PNC Brokerage CORPBroker
Gna Securities, INC.Broker
Dean Witter Reynolds INC.Broker
Shearson Lehman Hutton INC.Broker
Painewebber IncorporatedBroker
E. F. Hutton & Company INCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations22 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.