Robert Mulhaul is a registered investment advisor at LPL Financial LLC, based in Fairfax, VA, with 45 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
Fairfax, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert operates under several DBAs (Integrated Partners, Coburn Financial, Integrated Financial Partners) for his LPL business. He also provides investment advisory services through Integrated Wealth Concepts, LLC, spending about half his time on these activities.
Employment History
Current Registrations
LPL Financial LLCBroker
Integrated Wealth Concepts LLC
Previous Registrations
LPL Financial LLC
Coburn & Meredith, INC.
Coburn & Meredith, INC.Broker
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Morgan Stanley Dw INC.Broker
Smith Barney, Harris Upham & CO., IncorporatedBroker
Bevill, Bresler & Schulman IncorporatedBroker
Mabon, Nugent & CO.Broker
Bevill, Bresler & Schulman IncorporatedBroker
State Registrations9 states
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