Robert Savage
Robert Savage is a registered investment advisor at LPL Financial LLC, based in Oro Valley, AZ, with 8 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
10718 N. Oracle Road, Oro Valley, AZ, 85737
Get directionsHistory
Regulatory History (1)
Judgment / Lien
October 2019Other Business Activities
Robert operates under the DBA OneAZ Wealth Management for his LPL business since March 2023. This activity is investment-related and conducted at the reported business location.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
State Registrations8 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.