Robert Iglehart
Robert Iglehart is a registered investment advisor at LPL Financial LLC, based in Palm Desert, 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
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
73280 El Paseo Ste 1, Palm Desert, CA, 92260
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2011Customer Dispute
October 2008Other Business Activities
Robert is involved in several business activities, including drone and real estate photography, operating under iHart Retirement Income Strategies as a DBA for LPL business (taking up nearly full-time), providing real estate services through iHart Desert Real Estate, and co-owning The Cheese Shop on El Paseo. None of these activities involve selling insurance products.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Wells Fargo Securities INC.Broker
First Interstate Investments,inc.Broker
Wells Fargo Securities INC.Broker
Marketing One Securities, INC.Broker
Advantage Capital CorporationBroker
State Registrations9 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.