Robert Mustafa
Robert Mustafa is a CFP-designated registered investment advisor at LPL Financial LLC, based in Torrance, CA, with 9 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
990 W. 190th St Ste 500, Torrance, CA, 90502
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert owns rental real estate and operates Pence Wealth Management as a DBA for his LPL business. He also serves in the United States Army Reserves and works as a financial advisor selling non-variable insurance, dedicating minimal time to this role.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Pence Wealth Management, INC.
State Registrations30 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
More Advisors
- Larry Takahashi, CFPLPL Financial LLC
- Douglas Frazier, CFPLPL Financial LLC
- Kevin Bidenkap, CFP, ChFCLPL Financial LLC
- Hokon YunLPL Financial LLC
- Roderick UyLPL Financial LLC
- John Lewis, CFPLPL Financial LLC