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Robert Schup

13 Years of Experience
Virginia Beach, VA
1 DisclosureBroker

Robert Schup is a registered investment advisor at LPL Financial LLC, based in Virginia Beach, VA, with 13 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

2308A Bayberry St, Virginia Beach, VA, 23451

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2017
Denied
Employment History
Current Registrations
LPL Financial LLCBroker
August 2025 - Present · 1 yr 1 mo
LPL Financial LLC
August 2025 - Present · 1 yr 1 mo
Previous Registrations
Capital Analysts
January 2024 - April 2025 · 1 yr 3 mos
Lincoln InvestmentBroker
December 2023 - April 2025 · 1 yr 4 mos
Lincoln Investment
December 2023 - April 2025 · 1 yr 4 mos
Securities America Advisors, INC.
November 2020 - December 2023 · 3 yrs 1 mo
Securities America, INC.Broker
November 2020 - December 2023 · 3 yrs 1 mo
Kms Financial Services, INC.Broker
April 2019 - November 2020 · 1 yr 7 mos
Kms Financial Services, INC
April 2019 - November 2020 · 1 yr 7 mos
On Investment Management CO
April 2018 - April 2019 · 1 yr
The O.N. Equity Sales CompanyBroker
April 2018 - April 2019 · 1 yr
Infinex Investments, INC.Broker
March 2017 - September 2017 · 6 mos
Infinex Investments, INC.
March 2017 - September 2017 · 6 mos
Cuso Financial Services, L.P.
May 2015 - March 2017 · 1 yr 10 mos
Cuso Financial Services, L.P.Broker
May 2015 - March 2017 · 1 yr 10 mos
Sagepoint Financial, INC.
November 2014 - May 2015 · 6 mos
Sagepoint Financial, INC.Broker
August 2014 - May 2015 · 9 mos
MML Investors Services, LLC
April 2012 - August 2014 · 2 yrs 4 mos
MML Investors Services, LLCBroker
March 2012 - August 2014 · 2 yrs 5 mos
Morgan Stanley Smith Barney LLC
January 2012 - March 2012 · 2 mos
Morgan Stanley Smith BarneyBroker
December 2011 - March 2012 · 3 mos
State Registrations4 states
MDNCPAVA
AdvisorBrokerBoth

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
No exam information available for this advisor.