Robert Seibert
Robert Seibert is a CFP-designated registered investment advisor at LPL Financial LLC, based in Hemet, CA, 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
805 E. Florida Avenue, Hemet, CA, 92543
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is a CPA and owner at Brood and Seibert, CPA's, spending nearly full-time on tax preparation and accounting. He also has ownership in Heritage Family Investments, LLC, a commercial building, and spends minimal time on this, and spends about 10-20% of his time at Brood, Seibert & Lovcik, CPAs, LLP. Additionally, Robert is an insurance agent for health and property/fire insurance, dedicating a few hours per week.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
State Registrations19 states
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