Robert Glownia
Robert Glownia is a CFA, CFP-designated registered investment advisor at LPL Financial LLC, based in Richmond, VA, 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
4312 Grove Ave., Suite B, Richmond, VA, 23221
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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 owns JULE, LLC, a real estate rental business, since 2012, and Glownia Financial Group, an entity for his LPL business, since 2021. Since 2022, Robert is also an agent for non-variable insurance, dedicating minimal time to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Riverfront Investment Group, LLC
Alps Distributors, INC.Broker
LPL Financial CorporationBroker
State Registrations27 states
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