Robert Blackwell is a registered investment advisor at LPL Financial LLC, based in Anniston, AL, with 12 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
1500 Leighton Ave, Anniston, AL, 36207
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert works part-time in excavating for HC Blackwell Co Inc, dedicating minimal time. He also manages Pine Bend Wealth Management, his LPL business, taking nearly full-time hours, and Pine Bend Holdings LLC for tax/investment purposes, dedicating minimal time. Finally, Robert works as a notary, dedicating minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations12 states
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