RC
RC

Robert Crowe

19 Years of Experience
Arlington, VA
1 DisclosureBroker

Robert Crowe is a registered investment advisor at LPL Financial LLC, based in Arlington, VA, with 19 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

2905 S Woodley St, B, Arlington, VA, 22206

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History

Regulatory History (1)
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Criminal
August 2002
Final Disposition
Other Business Activities

Robert operates Crowe Wealth Strategies as a DBA for his LPL business. He also works for Textore, Inc. handling office work, taking about 10-20% of his time.

Employment History
Current Registrations
LPL Financial LLC
May 2009 - Present · 17 yrs 4 mos
LPL Financial LLCBroker
May 2009 - Present · 17 yrs 4 mos
Previous Registrations
Citigroup Global Markets INC.
September 2006 - May 2009 · 2 yrs 8 mos
Citigroup Global Markets INC.Broker
August 2006 - May 2009 · 2 yrs 9 mos
State Registrations10 states
CADCFLMDNCNVORTNTXVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.