Robert Robinson
Robert Robinson is a registered investment advisor at LPL Financial LLC, based in Coralville, IA, 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
2771 Oakdale Blvd Ste 1, Coralville, IA, 52241
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2013Other Business ActivitiesSells Insurance
Robert is involved in several business activities, including HJR Partnership and HJR Real Estate, as well as HJR Financial Group as a DBA for his LPL business. He also sells non-variable insurance products, including life, long-term care, disability, and health insurance, and has an eBay account for buying and selling baseball cards.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Sii Investments, INC.
Sii Investments, INC.Broker
Locust Street Securities, INC.Broker
State Registrations25 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.