Robert Masters is a registered investment advisor at LPL Financial LLC, based in Rome, GA, with 15 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
228 North 2nd Ave Sw, Rome, GA, 30165
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert operates RCB Financial Services as a DBA for his LPL business and RCB Wealth Management, dedicating nearly full-time hours to the latter. He also has a financial institution duty at River City Bank and serves as a notary, dedicating minimal time to this.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Investment Professionals, INC.
Investment Professionals, INC.Broker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
State Registrations9 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.