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Robert Skaar

29 Years of Experience
Oxnard, CA
2 DisclosuresBroker

Robert Skaar is a registered investment advisor at LPL Financial LLC, based in Oxnard, 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
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

1000 Town Center Dr Ste 300, Oxnard, CA, 93036-1117

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History

Regulatory History (2)
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Judgment / Lien
April 2019
Judgment / Lien
May 2017
Employment History
Current Registrations
LPL Financial LLC
December 2012 - Present · 13 yrs 5 mos
LPL Financial LLCBroker
December 2012 - Present · 13 yrs 5 mos
Previous Registrations
Crowell, Weedon & CO.Broker
March 2009 - December 2012 · 3 yrs 9 mos
Crowell, Weedon & CO.
March 2009 - December 2012 · 3 yrs 9 mos
Wachovia Securities, LLC
January 2008 - March 2009 · 1 yr 2 mos
Wachovia Securities, LLCBroker
January 2008 - March 2009 · 1 yr 2 mos
A. G. Edwards & Sons, INC.Broker
January 2003 - January 2008 · 5 yrs
A. G. Edwards & Sons, INC.
January 2003 - January 2008 · 5 yrs
Salomon Smith Barney INC.
July 1997 - February 2003 · 5 yrs 7 mos
Salomon Smith Barney INC.Broker
October 1996 - February 2003 · 6 yrs 4 mos
State Registrations4 states
CAFLNEWI
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.