Robert Holland
Robert Holland is a registered investment advisor at LPL Financial LLC, based in Grants Pass, OR, with 33 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
315 SE 7th St., Ste D, Grants Pass, OR, 97526
Get directionsHistory
Regulatory History (3)
Customer Dispute
May 2009Customer Dispute
February 2002Customer Dispute
December 1994Other Business Activities
Robert operates Holland Capital Management and Rubicon Advisors as DBAs for his LPL business, dedicating about a quarter of his time to Holland Capital Management and nearly full-time hours during trading to Rubicon Advisors. He also owns rental real estate and hosts the KAJO Radio Show, spending minimal time and a few hours per week on these activities, respectively.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cetera Advisors LLCBroker
Cetera Investment Advisers LLC
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
A. G. Edwards & Sons, INC.Broker
Chatfield Dean & CO., INC.Broker
State Registrations17 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.