Robert Angelo
Robert Angelo is a CFP-designated registered investment advisor at LPL Financial LLC, based in Doylestown, PA, 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
252 West Swamp Rd, Ste 53-A, Doylestown, PA, 18901
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 1998Other Business Activities
Robert owns a personal office condo for real estate rental and is the owner of Second Level Financial, a business entity for tax/investment purposes. He also acts as a sole trustee for Second Level Financial 401K and dedicates full-time hours to Alliare Wealth Management, a DBA for LPL business, and about 10-20% of his time to tax preparation/accounting/CPA services.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations19 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.