Robb Dejonge
Robb Dejonge is a registered investment advisor at LPL Financial LLC, based in South Bend, IN, 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
210 S Michigan St, South Bend, IN, 46601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robb is involved in several business activities, including fixed insurance sales since 2017, operating a private member group/DBA for LPL business since 2014 (full-time), providing tax preparation and accounting services since 2014, and running CFA Insurance Agency, INC since 2011. He also operates under the DBA 'Private Member Group - Wealth Management' for Notre Dame Federal Credit Union and Mission Investment Services, both DBAs for LPL business, dedicating full-time hours to each.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Fintegra, LLCBroker
Signator Investors, INC.
Signator Investors, INC.Broker
State Registrations22 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.