Robert Wade
Robert Wade is a registered investment advisor at LPL Financial LLC, based in Perrysburg, OH, with 35 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
28300 Kensington Ln Ste 400, Perrysburg, OH, 43551
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2008Other Business ActivitiesSells Insurance
Robert operates under the DBA R.M. Wade & Company, Ltd Financial Designs & Benefits since 2005, marketing all his financial and LPL business under this name, dedicating nearly all of his time. He also sells life insurance through Crump Insurance, spending minimal time on this, and is a limited partner in a family limited partnership, dedicating minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
New England SecuritiesBroker
State Registrations21 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.