Robert Dussi is a CFP-designated registered investment advisor at LPL Financial LLC, based in Mesa, AZ, with 27 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
2812 N Norwalk, Bldg 9, Suite 118, Mesa, AZ, 85215
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2012Other Business Activities
Robert is involved with Cornerstone Wealth Management and Cornerstone Wealth Portfolios, both DBAs for his LPL business, dedicating about half his time to each. He also owns rental real estate and a business entity for tax/investment purposes, each requiring minimal time.
Employment History
Current Registrations
LPL Financial LLC
Cornerstone Wealth Management, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Edward Jones
Edward JonesBroker
Charles Schwab & CO., INC.Broker
State Registrations19 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.