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CFP
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CFP

Robert Hurley

LPL Financial LLC
43 Years of Experience
Center Valley, PA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Robert Hurley is a CFP-designated registered investment advisor at LPL Financial LLC, based in Center Valley, PA, 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Center Valley, PA

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Robert has been an insurance agent since 1988, selling life, health, and annuity insurance products. He dedicates minimal time to this activity.

Employment History
Current Registrations
LPL Financial LLC
July 2025 - Present · 1 yr 3 mos
LPL Financial LLCBroker
July 2025 - Present · 1 yr 3 mos
Previous Registrations
Cadaret Grant & CO INC
September 2017 - July 2025 · 7 yrs 10 mos
R.G Hurley & Associates, INC.
March 2006 - May 2021 · 15 yrs 2 mos
Cadaret Grant & CO INC
January 1998 - December 2003 · 5 yrs 11 mos
Aetna Investment Services, INC.Broker
October 1993 - December 1994 · 1 yr 2 mos
Aetna Life Insurance and Annuity CompanyBroker
December 1983 - October 1993 · 9 yrs 10 mos
Cadaret, Grant & CO., INC.Broker
April 1983 - July 2025 · 42 yrs 3 mos
State Registrations22 states
CACOCTDEFLGAINMAMEMINCNJNMNVNYOHPASCTNTXVAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
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