Robert Burch is a registered investment advisor at LPL Financial LLC, based in Carmel, IN, 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
401 Pennsylvania Pkwy # 200, Carmel, IN, 46280
Get directionsHistory
Regulatory History (1)
Financial
April 2021Other Business Activities
Robert operates Ludwig Financial Services Inc and LHD Retirement as DBAs for his LPL business, dedicating full-time hours to these investment-related activities. He also has outside W-2 employment with LHD Benefits for payroll purposes, which is non-investment related and also takes full-time hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
American Funds Distributors, INC.
American Funds Distributors, INC.Broker
Banc One Securities CorporationBroker
State Registrations1 state
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.