Robert Ford is a CFP-designated registered investment advisor at LPL Financial LLC, based in Tampa, FL, with 14 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
100 S Ashley Dr Ste 600, Office #609, Tampa, FL, 33602-5300
Get directionsHistory
Regulatory History (1)
Criminal
April 1996Other Business Activities
Robert operates Genesis Wealth Management as a DBA for his LPL business. He also teaches online courses at Southern New Hampshire University (SNHU).
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
State Registrations16 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.
Exams
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