Robert Stewart
Robert Stewart is a registered investment advisor at LPL Financial LLC, based in Vancouver, WA, with 23 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
314 W 15th St Ste 100, Vancouver, WA, 98660
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2016Other Business Activities
Robert operates Laurus Wealth Management as a DBA for his LPL business, dedicating about a quarter of his time. He also owns RLS Investments, LLC for tax/investment purposes, also dedicating about a quarter of his time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cuso Financial Services, L.P.Broker
Cuso Financial Services, L.P.
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
Edward JonesBroker
Phillips & Company Securities INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations10 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.