Robert Edgecombe
Robert Edgecombe is a registered investment advisor at LPL Financial LLC, based in Pass Christian, MS, with 39 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
Pass Christian, MS
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2023Employment Separation After Allegations
May 2001Other Business ActivitiesSells Insurance
Robert is an insurance agent since 1986, selling fixed annuities, life/health, long-term care, and property & casualty insurance products, dedicating about 10-20% of his time. Robert also owns a DBA through which he offers securities and investment advisory services, dedicating nearly full-time hours to this endeavor.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Next Financial Group, INC.Broker
Next Financial Group, INC.
H. Beck, INC.
H. Beck, INC.Broker
Gunnallen Financial, INC
Gunnallen Financial, INCBroker
Sii Investments, INC.
Sii Investments, INC.Broker
Nylife Securities INC.Broker
State Registrations6 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.