Casey Roberson is a registered investment advisor at LPL Financial LLC, based in Thibodaux, LA, with 14 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
970 S Acadia Rd Suite C, Thibodaux, LA, 70301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Casey operates under the DBAs Business First Wealth Solutions Group and LGR Wealth Solutions Group LLC for their LPL business, dedicating full-time hours to these activities. Casey also manages LGR Properties LLC for real estate rental and is involved with Roberson Consulting Group, LLC and LGR WSG Holdings LLC for tax/investment purposes.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Capital One Advisors, LLC
Capital One Investing, LLCBroker
Capital One Investment Services LLCBroker
State Registrations9 states
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