Robert Adams is a registered investment advisor at LPL Financial LLC, based in Pike Road, AL, with 38 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
65-A Scotia Drive, Pike Road, AL, 36064
Get directionsHistory
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.