Robert Laville is a registered investment advisor at LPL Financial LLC, based in Mandeville, LA, with 13 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
1772 Orleans Street, Mandeville, LA, 70448
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert operates HB Financial as a DBA for LPL Business and is a member of several LLCs (Laville Construction, R&B Investment Holdings, Rondon Properities, and Cade & Abby Investments LLC) involved in mortgage, real estate services, and real estate rental. He also owns real estate rental property, dedicating minimal time to these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Capital One Investing, LLCBroker
Capital One Investment Services LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations5 states
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