Robert Junge is a CFP-designated registered investment advisor at LPL Financial LLC, based in Lebanon, NJ, 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
Lebanon, NJ
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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 under the DBA Round Valley Financial, LLC since 2012. This DBA is for his LPL business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Private Advisor Group, LLC
PNC InvestmentsBroker
PNC Investments
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
PNC InvestmentsBroker
PNC Investments
Uvest Financial Services And/or Compass Capital
Uvest Financial Services Group, INC.Broker
Financial Network Investment CorporationBroker
Hsbc Brokerage (USA) INC.Broker
Quick & Reilly, INC.Broker
Summit Financial Services Group, INC.Broker
Fiserv Investor Services, INC.Broker
First Union Brokerage Services, INC.Broker
Chase Investment Services CORP.Broker
Chemical Investment Services CORP.Broker
Royal Alliance Associates, INC.Broker
Chemical Investment Services CORP.Broker
Liberty Securities CorporationBroker
Citicorp Investment ServicesBroker
Eab Securities, INC.Broker
Citicorp Investment ServicesBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
J. T. Moran & CO., INC.Broker
State Registrations12 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.