Robert Wyatt is a registered investment advisor at LPL Financial LLC, based in Bryan, TX, with 31 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
1716 Briarcrest Dr Ste 508, Bryan, TX, 77802
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 1999Criminal
March 1994Other Business Activities
Robert operates Wyatt Wealth Management LLC as a DBA for his LPL business. This activity is investment-related and takes nearly full-time hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
Olde Discount CorporationBroker
Dominion Capital CorporationBroker
First USA Capital Markets, INC.Broker
Reynolds Kendrick Stratton, INC.Broker
State Registrations20 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.