Robert Rogers
Robert Rogers is a CFP-designated registered investment advisor at LPL Financial LLC, based in Mt. Laurel, NJ, 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
1120 Route 73, Suite 305, Mt. Laurel, NJ, 08054
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2019Other Business ActivitiesSells Insurance
Robert operates Bash Capital as a DBA for his LPL business, dedicating full-time hours to it. He also receives non-variable insurance trails, requiring minimal time, and has a business entity, Trilogy Financial Solutions, LLC, for tax/investment purposes.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Walnut Street Securities, INC.
Walnut Street Securities, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
State Registrations14 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.