Robert Allen
Robert Allen is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Glen Allen, VA, 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
4470 Cox Rd. Suite 150, Glen Allen, VA, 23060
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2016Other Business ActivitiesSells Insurance
Robert operates Capstone Financial Partners, Inc. as a DBA for his LPL business since 2007. He also works as an agent selling fixed term life insurance through Capstone Financial Partners, dedicating minimal time to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
Investment Advisory Group, INC.
Securian Financial Services, INC.Broker
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.