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. 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
990 W. 190th St Ste 500, Torrance, CA, 90502
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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 Registrations29 states
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