Robert Lockard is a registered investment advisor at LPL Financial LLC, based in Ardmore, OK, 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
310 W Main St, Ardmore, OK, 73401
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Regulatory History (1)
Customer Dispute
December 2002Other Business Activities
Robert operates his LPL business through Independent Advisers Group. This activity is investment-related and takes up all of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Phillips Capital Advisors, INC.
T.S. Phillips Investments, INC.Broker
The (wilson) Williams Financial GroupBroker
MML Investors Services, INC.Broker
Investment Professionals, INC.Broker
CUNA Brokerage Services, INC.Broker
Nylife Securities INC.Broker
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.