Robert Jones is a CFP-designated registered investment advisor at LPL Financial LLC, based in Duluth, GA, 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
6340 Sugarloaf Pkwy Ste 200, Duluth, GA, 30097
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is an owner of Fairmont Woods Unit Owners Association Inc since 1987. He is also a member of Pittman Jones Financial Planning LLC and provides investment advisory services through Private Advisor Group as a Registered Investment Advisor, spending nearly full-time hours on this activity.
Employment History
Current Registrations
LPL Financial LLC
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Invest Financial Corporation
Invest Financial CorporationBroker
Sage Capital Holdings, LLC
Sage Southeastern Securities, INC.
Sage Southeastern Securities, INC.Broker
First Legacy Securities, LLCBroker
First Legacy Securities, LLC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
State Registrations25 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.