Robert Lenz
Robert Lenz is a registered investment advisor at LPL Financial LLC, based in Coral Springs, FL, with 29 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
7522 Wiles Rd Ste B-109, Coral Springs, FL, 33067
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2007Other Business ActivitiesSells Insurance
Robert operates his LPL business through Lewis & Palmer Financial Solutions Group, dedicating nearly full-time hours to it. He also sells various insurance products, including life, health, disability, and fixed annuities, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
MML Investors Services, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations7 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.