Robert Bolinger is a registered investment advisor at LPL Financial LLC, based in Laguna Woods, CA, with 28 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
Laguna Woods, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert operates under the DBA Benchmark Wealth Management for his LPL business as an administrative assistant. He also owns a web design business and a law practice, dedicating about half his time to the law practice.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Essex National Securities, INC.
Essex National Securities, INC.Broker
Unionbanc Investment Services, LLCBroker
Unionbanc Investment Services, LLC
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Lutheran Brotherhood Securities CORP.Broker
State Registrations4 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.