Bob Bollinger
Bob Bollinger is a CFP-designated registered investment advisor at LPL Financial LLC, based in Stillwater, OK, with 41 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
205 W. 7th Ave., Suite 203A, Stillwater, OK, 74074
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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
Bob is a registered investment advisor with Bollinger Financial Advisory, Inc. since 1998 and is involved with real estate rental through BJB Family LLC, dedicating minimal time to it. Bob also engages in non-variable insurance activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Bollinger Financial Advisory, INC.
Previous Registrations
Fsc Securities CorporationBroker
State Registrations10 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.