Robert Iandoli
Robert Iandoli is a registered investment advisor at LPL Financial LLC, based in Gladstone, 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
Gladstone, NJ
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2002Other Business Activities
Robert operates his LPL business under the DBA Horizon Financial Group and provides financial planning and consulting services through Horizon Financial Group, Inc., a registered investment advisor. He spends minimal time on these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Horizon Financial Group, INC.
Previous Registrations
Independent Advisers Group CORP
Lincoln Financial Securities CorporationBroker
Anchor National Financial Services, INC.Broker
State Registrations12 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.