Robert Teik
Robert Teik is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Barrington, IL, 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
Barrington, IL
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 1999Other Business ActivitiesSells Insurance
Robert sells non-variable insurance products, including disability, LTC, universal life, major medical insurance, and fixed annuities, since 2003. He also does tax preparation since 2005, operates Robert James Financial Group, Inc. as a DBA for his LPL business since 2006, and is the Vice President and Treasurer of Ossanna Consulting Group, Inc., dedicating about 10% to 20% of his time to this consulting role.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
American Express Financial Advisors INC.Broker
State Registrations18 states
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