Robert Spadano is a CFA-designated registered investment advisor at LPL Financial LLC, based in Walpole, MA, 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
1600 Boston Providence Hwy, Walpole, MA, 02081
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Regulatory History (1)
Criminal
October 1992Other Business Activities
Robert operates under the DBA Seven Point Financial, Inc. since 2013.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
First Financial Advisory Services INC
First Allied Securities, INC.
First Allied Securities, INC.Broker
Fidelity Investments Institutional Services Company, INC.Broker
State Registrations5 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.