Robert Harlan is a CFP-designated registered investment advisor at LPL Financial LLC, based in San Antonio, TX, with 21 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
17806 I-10 W Promenade 1, Ste 120, San Antonio, TX, 78257
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert operates Genesis Wealth Management as a DBA for his LPL business since 2018. He dedicates 100% of his time to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
USAA Investment Management Company
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
Edward JonesBroker
State Registrations5 states
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