Robert Ginsberg
Robert Ginsberg is a registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 17 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
4707 Executive Dr, San Diego, CA, 92121-3091
Get directionsHistory
Regulatory History (5)
Customer Dispute
February 2025Customer Dispute
August 2020Customer Dispute
April 2019Customer Dispute
December 2017Customer Dispute
November 2017Other Business ActivitiesSells Insurance
Robert operates Ginsberg Financial Advising as a DBA for his LPL business, dedicating full-time hours to it. He also engages in real estate rental and works as an agent for multiple insurance companies (Nationwide, OneAmerica, Securian, and Symetra), spending about 10-20% of his time on these insurance activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Investors Capital Advisory
Investors Capital CORP.Broker
State Registrations15 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.