Robin Sanchez is a registered investment advisor at LPL Financial LLC, based in Victor, ID, with 16 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
Victor, ID
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robin co-owns rental real estate and is a wine taster/owner for Vino Tinto Sommeliers LLC, dedicating minimal time to each. Robin also operates under the DBAs Western Retirement Consultants and Western Wealth Advisors for LPL business and R & R Financial Services Inc LLC for tax/investment purposes, dedicating full-time hours to each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Alpha Capital Management Group LLC
Legg Mason Investor Services, LLCBroker
Alliancebernstein Investments, INC.Broker
Vanguard Marketing CorporationBroker
State Registrations3 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.