Robert Mcqueen is a registered investment advisor at LPL Financial LLC, based in Clifton Park, NY, with 6 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
306A Grooms Rd, Clifton Park, NY, 12065
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert operates under the DBA Thomas Babcock Investment Advisors, LLC for his LPL business, dedicating nearly full-time hours to it. He also serves as a notary public, spends minimal time as a trustee to a family trust, and dedicates a few hours per week as a non-profit board member for The Wright Family Foundation Inc.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations4 states
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