Robert Tornincaso
Robert Tornincaso is a registered investment advisor at LPL Financial LLC, based in Bonita Springs, FL, with 40 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
Bonita Springs, FL
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Regulatory History (1)
Customer Dispute
June 2021Other Business Activities
Robert operates RJT Wealth Strategies as a DBA for his LPL business. This activity is investment-related.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Planmember Securities CorporationBroker
North Ridge Securities CORP.Broker
Investacorp, INC.Broker
Wm Financial Services, INC.
Wm Financial Services, INC.Broker
Park Avenue Securities LLCBroker
Essex National Securities, INC.Broker
Fidelity Brokerage Services LLCBroker
Essex National Securities, INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
W. S. Griffith & CO., INC.Broker
Pruco Securities CorporationBroker
Wise Planning CORP.Broker
Macpeg Ross and Goldaber Securities, INC.Broker
First Jersey Securities, INC.Broker
State Registrations9 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.