Robert Kirkland is a registered investment advisor at LPL Financial LLC, based in Santa Ana, CA, 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
401 N Main Street, Ste A, Santa Ana, CA, 92701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert owns multiple rental real estate properties, dedicating minimal time to each. He also operates under the DBAs Orange County's Retirement & Investment Services and Orange County's Wealth Management for his LPL business, spending nearly full-time hours on the latter.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
VALIC Financial Advisors, INC.Broker
VALIC Financial Advisors, INC.
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations13 states
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