Robert Furlong is a CFP-designated registered investment advisor at LPL Financial LLC, based in Cramerton, NC, 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
102 Hidden Pastures Dr Ste 205, Cramerton, NC, 28032
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert operates Harbor Financial Group and Furlong Financial as DBAs for his LPL business, dedicating full-time hours to Harbor Financial Group and about 10-20% of his time to Furlong Financial. He also owns rental real estate, requiring minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Horace Mann Investors, INC.
Horace Mann Investors, INC.Broker
State Registrations22 states
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