Robert Greene
Robert Greene is a CFP-designated registered investment advisor at LPL Financial LLC, based in Los Angeles, CA, with 38 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
2001 S Barrington Ave Ste 311, Los Angeles, CA, 90025
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Regulatory History (1)
Customer Dispute
June 2002Other Business ActivitiesSells Insurance
Robert operates under the DBA Full Spectrum Wealth for his LPL business. He also manages rental real estate property owned by a family trust, dedicating a few hours per week, and engages in non-variable insurance activities for a few hours per week. Finally, Robert acts in a fiduciary capacity for the Suzanne B Greene Trust, spending minimal time on this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Associated Planners Investment Advisory INC
Associated Securities CORP.
Associated Securities CORP.Broker
M Holdings Securities, INC.Broker
Tow Financial Advisors
Raymond James Financial Services, INC.Broker
Raymond James Financial Services
Allied Consulting Group
Wm Financial Services, INC.Broker
Griffin Financial ServicesBroker
Glenfed Brokerage ServicesBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations5 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.