Robert Paolini is a registered investment advisor at LPL Financial LLC, based in Jupiter, FL, with 24 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
900 E Indiantown Rd Ste 305, Jupiter, FL, 33477
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Regulatory History (1)
Customer Dispute
July 2021Other Business Activities
Robert operates Paolini Financial Group, LLC and PFG Wealth Management, LLC as DBAs for his LPL business, dedicating about 10-20% of his time to each. He also owns and leases out his office building and runs PFG Tax Services, LLC, spending a few hours per week on the latter.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
National Planning CorporationBroker
National Planning Corporation ("npc of America" in Fl & Ny)
Walnut Street Securities, INC.
Walnut Street Securities, INC.Broker
State Registrations21 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.