Robert Seibert
Robert Seibert is a registered investment advisor at LPL Financial LLC, based in Lake Oswego, OR, with 4 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
17663 Pilkington Rd, Lake Oswego, OR, 97035
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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 is involved in several business activities, including operations and rep support at Chapter 2 Wealth Management, youth soccer refereeing, consulting at RKS Wealth Management, investment advisory services through Kestra Advisory Services, and insurance sales as a sole proprietor. He dedicates nearly full-time hours to Chapter 2 Wealth Management, full-time hours to RKS Wealth Management and Kestra Advisory Services, a few hours per week to soccer refereeing, and a few hours per week to insurance sales.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
State Registrations9 states
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