Robert Beaulieu
Robert Beaulieu is a registered investment advisor at LPL Financial LLC, based in South Hero, VT, 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
South Hero, VT
Get directionsHistory
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 Beaulieu Wealth Management as a DBA for his LPL business and owns multiple real estate rental properties. He also works full-time for Vermont Retirement Results selling life insurance and fixed annuities, and for Level Four selling fixed annuities.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Lincoln Investment
Lincoln InvestmentBroker
Capital Analysts
Regulus Advisors, LLCBroker
Regal Investment Advisors LLC
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
Investment Advisors
Proequities, INC.Broker
Uvest Financial Services Group, INC.Broker
State Registrations1 state
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.