Robert Sechrist is a CFP-designated registered investment advisor at LPL Financial LLC, based in North Andover, MA, 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
865 Turnpike Street, North Andover, MA, 01845
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert owns and manages four residential properties, dedicating a few hours per week. He is also a trustee of the Sechrist Family Trust and an Investment Advisor Representative with Cambridge Investment Research Advisors, dedicating about half of his time to this role.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Mutual Service CorporationBroker
Sechrist Financial Services
Fsc Securities Corporation
Fsc Securities CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations12 states
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