Robert Banis is a registered investment advisor at LPL Financial LLC, based in Ontario, CA, with 29 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
701 N Haven Ave, Suite 350, Ontario, CA, 91764
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert operates under the DBA Citizenstrust Investment Services for his LPL business since 2014. He also has a financial institution duty with Citizenstrust Wealth Management since 2014.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
M Holdings Securities, INC.Broker
Pacific American Securities, LLCBroker
First American Trust
Strategic Advisers INC.
Fidelity Personal Trust Company, Fsb
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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