Robert Host is a registered investment advisor at LPL Financial LLC, based in Holliston, MA, with 22 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
Holliston, MA
Get directionsHistory
Regulatory History (1)
Criminal
November 1980Other Business Activities
Robert is involved in tax preparation, accounting, and CPA services since 1987. He also operates NightStar Planning & Wealth Management as a DBA for his LPL business, dedicating full-time hours to it.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Waddell & ReedBroker
Waddell & Reed
AXA Advisors, LLCBroker
State Registrations3 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.