RD
RD

Robert Dienelt

27 Years of Experience
Biloxi, MS
Broker

Robert Dienelt is a registered investment advisor at LPL Financial LLC, based in Biloxi, MS, 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
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

732 Howard Ave, Biloxi, MS, 39530

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Robert uses Community Wealth Management as a DBA for his LPL business. This activity is investment-related.

Employment History
Current Registrations
LPL Financial LLC
July 2024 - Present · 1 yr 10 mos
LPL Financial LLC
July 2024 - Present · 1 yr 10 mos
LPL Financial LLCBroker
July 2024 - Present · 1 yr 10 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
January 2011 - July 2024 · 13 yrs 6 mos
Raymond James Financial Services, INC.Broker
May 2009 - July 2024 · 15 yrs 2 mos
Edward JonesBroker
June 2004 - May 2009 · 4 yrs 11 mos
Pfic Securities CorporationBroker
August 2003 - June 2004 · 10 mos
Edward JonesBroker
February 1999 - July 2003 · 4 yrs 5 mos
State Registrations20 states
ALARDEFLGAILINKSKYLAMOMSNCNYOHPAPRSCTNTX
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.