Robert Mead is a registered investment advisor at LPL Financial LLC, based in Falls Church, VA, with 32 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
7389 Route 29 Ste 103, Falls Church, VA, 22042
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is involved in several business activities, including real estate rentals (Robert and Laura Mead, Veritas Properties, LLC) and ownership of Joan+Joe Coffee, LLC. He also operates Jones Mead & Associates as a DBA for his LPL business, dedicating about a quarter of his time to Joan+Joe Coffee, LLC and Jones Mead & Associates, and minimal time to the real estate rentals.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Grove Point Advisors, LLC
H. Beck, INC.
Grove Point Investments, LLCBroker
Canada Life of America Financial Services, INC.Broker
Tjm Securities, INC.Broker
State Registrations3 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.