Robert Tendler
Robert Tendler is a CFP-designated registered investment advisor at LPL Financial LLC, based in Red Bank, NJ, 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
28 Leroy Pl, Red Bank, NJ, 07701
Get directionsHistory
Regulatory History (3)
Customer Dispute
May 2009Customer Dispute
October 2008Customer Dispute
June 2007Other Business Activities
Robert owns Harbor Lights Property Management LLC, a real estate rental business, and dedicates minimal time to it. He also operates Harbor Lights Financial Group as a DBA for his LPL business, committing full-time hours, and Tendler Consulting Group, Inc. for tax/investment purposes, requiring minimal time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
LPL Financial LLC
LPL Financial LLCBroker
Harbor Lights Financial Group,inc
Royal Alliance Associates, INC.Broker
Capital Analysts, IncorporatedBroker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
State Registrations27 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.