Robert Tatum
Robert Tatum is a CFP-designated registered investment advisor at LPL Financial LLC, based in Hattiesburg, MS, with 35 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
307A West Pine St, Hattiesburg, MS, 39401-3829
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2021Other Business Activities
Robert is involved with FET Realty, LLC, a business entity for tax and investment purposes, since January 2023. He dedicates minimal time to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Infinex Investments, INC.
Infinex Investments, INC.Broker
Bancorpsouth Investment Services, INC.
Bancorpsouth Investment Services, INC.Broker
Safeco Investment Services, INC.Broker
NationssecuritiesBroker
Pnmr Securities, INC.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations5 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.