Robert Goggins
Robert Goggins is a registered investment advisor at LPL Financial LLC, based in South Jordan, UT, 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
406 W South Jordan Pkwy #200, South Jordan, UT, 84095
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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
Robert is affiliated with Progressive Planning, LLC, a life insurance agency offering fixed insurance products like life, disability, long-term care insurance, and fixed annuities. He also owns rental real estate through SLAB Investments LLC, dedicating minimal time to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wellspring Wealth Management LLC
Investlinc Securities, LLCBroker
Associated Planners Investment Advisory INC
Associated Securities CORP.Broker
Ws Griffith Securities, INC.
Ws Griffith Securities, INC.Broker
American General Securities IncorporatedBroker
State Registrations30 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.