Robert Whitcomb
Robert Whitcomb is a registered investment advisor at LPL Financial LLC, based in Clarkston, MI, 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
Clarkston, MI
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Regulatory History (1)
Customer Dispute
October 2008Other Business ActivitiesSells Insurance
Robert sells non-variable insurance products, dedicating minimal time to this activity. This activity is investment-related and conducted at the reported business location.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Raymond James Financial Services, INC.Broker
Titan/value Equities Group, INC.Broker
Allmerica Investments, 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.