Robert Bird
Robert Bird is a CFP-designated registered investment advisor at LPL Financial LLC, based in Melville, NY, 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
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
425 Broadhollow Rd Ste 422, Melville, NY, 11747
Get directionsHistory
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 a consultant for life/health insurance, dedicating minimal time to this role. He also works as a contractor for ClientFirst Strategy Inc. providing financial advisory services, which takes nearly full-time hours.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
UBS Financial Services INC.Broker
Advest, INC.Broker
Ftn Financial Securities CORPBroker
Advest, INC.Broker
State Registrations12 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.