Robert Castanares
Robert Castanares is a registered investment advisor at LPL Financial LLC, based in Oak Brook, IL, 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
700 Commerce Drive, Suite 500, Oak Brook, IL, 60523
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2009Customer Dispute
October 2004Other Business ActivitiesSells Insurance
Robert is involved in several business activities, including PWA Insurance Services selling non-variable insurance, real estate rental, and multiple DBAs for his LPL business. He also dedicates about a quarter of his time to Hagen Advisory LLC and minimal time to Hagen Tax Advisory and Hagen Consulting.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
Manulife Financial Securities LLCBroker
Manulife Wood Logan, INC.Broker
State Registrations13 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.