RH
CFP
RH
CFP

Robert Hikes

19 Years of Experience
Bedminster, NJ
Broker

Robert Hikes is a CFP-designated registered investment advisor at LPL Financial LLC, based in Bedminster, NJ, 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

1520 Us 206 North, Bedminster, NJ, 07921

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Robert operates under the DBA Affinity Investment Services for his LPL business since 2018.

Employment History
Current Registrations
LPL Financial LLC
February 2018 - Present · 8 yrs 7 mos
LPL Financial LLCBroker
February 2018 - Present · 8 yrs 7 mos
Previous Registrations
Invest Financial Corporation
January 2013 - February 2018 · 5 yrs 1 mo
Invest Financial CorporationBroker
January 2013 - February 2018 · 5 yrs 1 mo
Affinity Investment Services, LLC
June 2007 - January 2013 · 5 yrs 7 mos
Affinity Investment Services, LLCBroker
September 2006 - January 2013 · 6 yrs 4 mos
State Registrations25 states
AZCOCTDCDEFLGAILKYLAMAMDMNMTNCNHNJNVNYOHPASCTNTXVA
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.