Robert Sawyer is a registered investment advisor at LPL Financial LLC, based in Gulfport, MS, 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
2304 14th Street, Gulfport, MS, 39501
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Regulatory History (1)
Customer Dispute
February 2007Other Business Activities
Robert is a Managing Director and business owner at Trinity Investment Services, spending minimal time per month. He also serves as a Board of Trustee and Chairman of the Board of Trustees for Memorial Hospital, dedicating a few hours per week to these roles.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Stifel Independent Advisors, LLC
Stifel Independent Advisors, LLCBroker
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch Pierce Fenner & Smith INC.
Stifel, Nicolaus & Company, IncorporatedBroker
Painewebber IncorporatedBroker
J.C. Bradford & CO.Broker
Howard, Weil, Labouisse, Friedrichs INC.Broker
State Registrations8 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.