Robert Lydon
Robert Lydon is a CFP-designated registered investment advisor at LPL Financial LLC, based in Horsham, PA, 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
2 Village Rd, Ste 4, Horsham, PA, 19044
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2020Other Business ActivitiesSells Insurance
Robert operates Falcon Financial Planning as a DBA for his LPL business and is involved with 53rd Street Partners LLC for tax/investment purposes. He also engages in non-variable insurance activities since 1997.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Spc
Parkland Securities, LLCBroker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
Pruco Securities CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Olde Discount CorporationBroker
State Registrations12 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.