RF
RF

Robert Futrell

25 Years of Experience
Fort Mill, SC
Broker

Robert Futrell is a registered investment advisor at LPL Financial LLC, based in Fort Mill, SC, with 25 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

1055 Lpl Way, Fort Mill, SC, 29715

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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 is involved in real estate rental through bFc Holdings since June 2025. This investment-related activity takes about 10-20% of his time.

Employment History
Current Registrations
LPL Financial LLC
January 2010 - Present · 16 yrs 4 mos
LPL Financial LLC
October 2009 - Present · 16 yrs 7 mos
LPL Financial LLCBroker
October 2009 - Present · 16 yrs 7 mos
Previous Registrations
Banc of America Investment Services, INC.Broker
August 2008 - March 2009 · 7 mos
E*trade Securities LLCBroker
January 2006 - July 2008 · 2 yrs 6 mos
Harrisdirect LLCBroker
October 1999 - December 2005 · 6 yrs 2 mos
State Registrations2 states
NCSC
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.
Robert Futrell - Financial Advisor | TrueAdvisor