Robert Nix is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Atlanta, GA, 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
900 Ashwood Parkway Ste 330, Atlanta, GA, 30338
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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
Robert spends nearly all of his time on investment-related activities, including insurance sales under the DBAs Peachtree Wealth Strategies, LLC and Bay Financial Associates. He sells life, health, fixed annuities, disability, and long-term care insurance.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Bay Financial Advisors, INC.
Register Financial Advisors, LLC
Register Financial Associates, INC.Broker
Investment Advisors
Proequities, INC.Broker
Transamerica Securities Sales CorporationBroker
The O.N. Equity Sales CompanyBroker
Mutual of America Life Insurance CompanyBroker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
Anchor National Financial Services, INC.Broker
Pruco Securities CorporationBroker
State Registrations9 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.