Robert Anderson
Robert Anderson is a CFP-designated registered investment advisor at LPL Financial LLC, based in Chico, CA, with 43 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
353 E 2nd St Ste 110, Chico, CA, 95928
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is involved in several business activities. He is a trustee for a family farm, sells non-variable insurance, manages real estate rentals through Prosperity Investment Offices, LLC, and operates Prosperity Investment Management Inc. as a DBA for his LPL business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Securities America, INC.Broker
Securities America Advisors, INC.
Brecek & Young Advisors, INC.Broker
Brecek & Young Advisors, INC.
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
Capital Planning Group, INC.Broker
State Registrations1 state
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.
Exams
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