RV
CFP
RV
CFP

Robert Villanova

42 Years of Experience
Livingston, NJ
2 DisclosuresBrokerSells Insurance

Robert Villanova is a CFP-designated registered investment advisor at LPL Financial LLC, based in Livingston, NJ, with 42 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

293 Eisenhower Pkwy Ste 310, Livingston, NJ, 07039

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2015
Denied
Customer Dispute
May 2013
Settled
Other Business ActivitiesSells Insurance

Robert is involved in several business activities, including real estate rental through Sea Shore Mobile Home Park and Seashore Mobile Home Park LLC, and Villanova Enterprises LLC. He also operates Eclectic Investment Strategies LLC, offering investment financial services and various insurance products, taking about 85% of his time.

Employment History
Current Registrations
LPL Financial LLC
May 2002 - Present · 24 yrs
LPL Financial LLC
December 1989 - Present · 36 yrs 5 mos
LPL Financial LLCBroker
December 1989 - Present · 36 yrs 5 mos
Previous Registrations
Linsco Financial Group, INC.Broker
January 1987 - December 1989 · 2 yrs 11 mos
Radford Capital CorporationBroker
July 1986 - January 1987 · 6 mos
Cardell & Associates, IncorporatedBroker
November 1983 - June 1986 · 2 yrs 7 mos
State Registrations17 states
AZCTDEFLGAMDMONCNHNJNMNVNYPASCTXVA
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.