Robert Berger is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Indianapolis, IN, 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
9165 Otis Ave, Suite # 214, Indianapolis, IN, 46216
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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.
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Robert operates his LPL business under the DBA Benefit Planning Inc., dedicating minimal time. He also conducts seminars through Benefit Planning Inc., which is not investment-related, dedicating minimal time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
Money Concepts Capital CORPBroker
Money Concepts Advisory Service
Resource Horizons Investment Advisory, INC.
Resource Horizons Group LLCBroker
Resource Horizons Group, L.L.C.
Esi Financial Advisors
Equity Services, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
Fortis Investors, INC.Broker
Forth Financial Securities, CorporationBroker
Washington National Equity CompanyBroker
State Registrations13 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.