Robert Errico
Robert Errico is a CFP-designated registered investment advisor at LPL Financial LLC, based in Newport Beach, CA, with 39 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
3991 Macarthur Blvd, Ste 250, Newport Beach, CA, 92660-3039
Get directionsHistory
Regulatory History (5)
Customer Dispute
June 2018Customer Dispute
August 2003Customer Dispute
August 2003Customer Dispute
November 2002Customer Dispute
August 2002Other Business ActivitiesSells Insurance
Robert sells non-variable insurance products, including whole life, term insurance, fixed annuities, long-term care, and disability insurance, dedicating about 10-20% of his time. He also operates under the DBA Robert Errico, Inc. for his LPL business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations16 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.