Bob Azarieh
Bob Azarieh is a registered investment advisor at LPL Financial LLC, based in Blythewood, SC, with 26 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
312 Blythewood Road, Blythewood, SC, 29016
Get directionsHistory
Regulatory History (2)
Financial
July 2016Financial
June 2016Other Business Activities
Bob operates under the DBA Palmetto Citizens Investment Services for his LPL business. This activity is investment-related and occurs at the reported business location.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Osaic Institutions, INC.
Osaic Institutions, INC.Broker
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
Arive Capital MarketsBroker
Cape Securities INC.Broker
Liberty Partners Financial Services, LLCBroker
Milestone Financial Services, INC.Broker
Seaboard Securities, INC.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.