Robert Salazar
Robert Salazar is a CFP-designated registered investment advisor at LPL Financial LLC, based in Glendale, CA, 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
500 N Brand Blvd Suite 1250, Glendale, CA, 91203
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert operates under the DBA Salazar, Steer, Thomasy & Ulrich Group for his LPL business and owns 50% of Salazar & Steer Group LLC for accounting purposes. He also sells non-variable insurance, dedicating minimal time to this activity, and is involved with The Salazar Family Trust real estate rental.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Nrp Advisors, INC.
Nrp Financial, INC.Broker
Nrp Financial, INC.
H&r Block Financial Advisors, INC.
H&r Block Financial Advisors, INC.Broker
Citicorp Investment Services
Citicorp Investment ServicesBroker
Wm Financial Services, INC.Broker
Linsco/private Ledger CORP.Broker
Pacific Coast Financial Securities, INC.Broker
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.