RV
RV

Robert Vamos

34 Years of Experience
Johnstown, PA
BrokerSells Insurance

Robert Vamos is a registered investment advisor at LPL Financial LLC, based in Johnstown, PA, 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

216 Franklin St., Johnstown, PA, 15901

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Robert is an agent for multiple insurance companies, selling non-variable and fixed insurance products. He also has financial institution duties, such as referring business, and a DBA for LPL business through AmeriServ Financial Services.

Employment History
Current Registrations
LPL Financial LLC
August 2016 - Present · 9 yrs 9 mos
LPL Financial LLC
August 2016 - Present · 9 yrs 9 mos
LPL Financial LLCBroker
August 2016 - Present · 9 yrs 9 mos
Previous Registrations
Msi Financial Services, INC.
September 2007 - September 2016 · 9 yrs
Msi Financial Services, INC.Broker
October 1991 - September 2016 · 24 yrs 11 mos
Metropolitan Life Insurance CompanyBroker
October 1991 - July 2007 · 15 yrs 9 mos
State Registrations21 states
AZCACODEFLGAIDILINMDMINCNJNYOHPARISCUTVAWV
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 Vamos - Financial Advisor | TrueAdvisor