Robert Adams is a registered investment advisor at LPL Financial LLC, based in Pike Road, AL, with 37 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
65-A Scotia Drive, Pike Road, AL, 36064
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Regulatory History (1)
Customer Dispute
May 1999Other Business Activities
Robert is involved in several outside business activities, including farming since 1998, serving on charitable boards, and managing real estate rentals. He also operates Legacy Advisors, Inc. as a DBA for his LPL business, dedicating nearly full-time hours to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Legacy Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations36 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.