Robert Lo is a registered investment advisor at LPL Financial LLC, based in Bellevue, WA, 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
12011 Bel Red Rd Ste 200, Bellevue, WA, 98005
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert operates Stone 8 Wealth Management and Cornerstone Wealth Management, LLC, providing financial planning and asset management, dedicating full-time hours to these activities. He also engages in real estate rental through RC8 Capital MN, LLC and works as a financial planner & investment analyst for Pickett Group Inc., selling non-variable insurance, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLC
Cornerstone Wealth Management, LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations11 states
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