TrueAdvisor
TrueAdvisor
RL
RL

Robert Lenz

LPL Financial LLC
29 Years of Experience
Coral Springs, FL
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Robert Lenz is a registered investment advisor at LPL Financial LLC, based in Coral Springs, FL, with 29 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

7522 Wiles Rd Ste B-109, Coral Springs, FL, 33067

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2007
Denied
View Full SEC ReportHow to Read Disclosures
Other 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
July 2024 - Present · 2 yrs 3 mos
LPL Financial LLCBroker
July 2024 - Present · 2 yrs 3 mos
Previous Registrations
Osaic Wealth, INC.Broker
September 2023 - August 2024 · 11 mos
Osaic Wealth, INC.
September 2023 - August 2024 · 11 mos
Sagepoint Financial, INC.
November 2016 - September 2023 · 6 yrs 10 mos
Sagepoint Financial, INC.Broker
November 2016 - September 2023 · 6 yrs 10 mos
Msi Financial Services, INC.
August 2006 - November 2016 · 10 yrs 3 mos
Msi Financial Services, INC.Broker
April 2005 - November 2016 · 11 yrs 7 mos
Metropolitan Life Insurance CompanyBroker
April 2005 - July 2007 · 2 yrs 3 mos
MML Investors Services, INC.Broker
May 2002 - April 2005 · 2 yrs 11 mos
Lincoln Financial Advisors CorporationBroker
August 1996 - January 2002 · 5 yrs 5 mos
The Lincoln National Life Insurance CompanyBroker
August 1996 - January 2002 · 5 yrs 5 mos
State Registrations7 states
COFLOHORPAPRTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Coral Springs, FL →All financial advisors in Florida →