Robert Apple is a registered investment advisor at LPL Financial LLC, based in Beachwood, OH, 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
3750 Park East Dr Suite 200, Beachwood, OH, 44122
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
May 2005Other Business Activities
Robert operates his LPL business through Stratos Wealth Management since 2020, dedicating all of his time. He also owns Robert A. Apple, LLC, a business entity for tax/investment purposes only, requiring minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Wunderlich Securities, INC.
Wunderlich Securities, INC.Broker
RBC Capital Markets CorporationBroker
RBC Capital Markets Corporation
Ferris, Baker Watts, LLC
Ferris, Baker Watts, LLCBroker
H&r Block Financial Advisors, INC.
H&r Block Financial Advisors, INC.Broker
Advest, INC.
Advest, INC.Broker
Prudential Securities IncorporatedBroker
State Registrations14 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.