RB
RB

Robert Bayliff

34 Years of Experience
Los Angeles, CA
1 DisclosureBroker

Robert Bayliff is a registered investment advisor at LPL Financial LLC, based in Los Angeles, CA, with 34 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

1053 W. Sunset Blvd., Los Angeles, CA, 90012

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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
November 1993
Award / Judgment
Other Business Activities

Robert is a W-2 employee of Water and Power Community Credit Union, but his business activity is exclusively through CUSO Financial Services, L.P. as a registered representative. He dedicates minimal time to other business activities.

Employment History
Current Registrations
LPL Financial LLC
May 2025 - Present · 1 yr
LPL Financial LLCBroker
May 2025 - Present · 1 yr
Previous Registrations
Cuso Financial Services, L.P.
January 2002 - May 2025 · 23 yrs 4 mos
Cuso Financial Services, L.P.Broker
March 2000 - May 2025 · 25 yrs 2 mos
Essex National Securities, INC.Broker
July 1997 - March 2000 · 2 yrs 8 mos
Liberty Securities CorporationBroker
August 1996 - July 1997 · 11 mos
Quick & Reilly, INC.Broker
November 1992 - July 1996 · 3 yrs 8 mos
T. Rowe Price Investment Services, INC.Broker
January 1992 - November 1992 · 10 mos
State Registrations28 states
ALAZCACOCTFLGAHIIDILINMAMDMIMOMTNCNJNVNYOKORSCSDTXUTVAWA
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.
Robert Bayliff - Financial Advisor | TrueAdvisor