Robert Love
Robert Love is a registered investment advisor at LPL Financial LLC, based in Sacramento, CA, with 14 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
3610 American River Dr Ste 120, Sacramento, CA, 95864
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Regulatory History (1)
Customer Dispute
October 2025Other Business ActivitiesSells Insurance
Robert operates Covenant Wealth Management as a DBA for his LPL business, dedicating a significant portion of his time (80%). He also works as a bookkeeper for his wife's therapy business, spending minimal time on it, and engages in non-variable insurance activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Liberty Wealth Management, LLC
Liberty Group, LLCBroker
New England Securities Corporation
New England SecuritiesBroker
State Registrations7 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.