Robert Sager
Robert Sager is a registered investment advisor at LPL Financial LLC, based in Fort Myers, FL, with 30 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
12444 Brantley Commons Ct, Fort Myers, FL, 33907-5684
Get directionsHistory
Regulatory History (1)
Financial
February 2021Other Business ActivitiesSells Insurance
Robert sells various insurance products, including life, health, Medicare supplements, fixed annuities, and long-term care, through multiple companies and as an independent agent, dedicating about 10-20% of his time to each. He also operates Robert Sager Photography and works as an associate at Gavin's Ace Hardware for about a third of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial Corporation
Independent Financial Partners
Mutual Service Corporation
Mutual Service CorporationBroker
Ffp Advisory Services INC
Ffp Securities, INC.Broker
Tri-Merica Securities CorporationBroker
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.