Robert Whitcomb
Robert Whitcomb is a registered investment advisor at LPL Financial LLC, based in Clarkston, MI, with 31 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
Clarkston, MI
Get directionsHistory
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.
Exams
More Advisors
- Thomas SchulzLPL Financial LLC
- William BatesLPL Financial LLC
- Neil BitzerLPL Financial LLC
- Laura Armstrong, CFA, CFPFifth Third Securities, INC.
- Daniel Anderson, CFPFoguth Wealth Management, LLC.
- David Deuel, ChFCOsaic Wealth, INC.