Robin Ballard
Robin Ballard is a registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 44 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
9655 Granite Ridge Dr; Suite 200-2084, San Diego, CA, 92123
Get directionsHistory
Regulatory History (1)
Regulatory
August 1983Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward D. Jones & CO., L.P.Broker
R a F Financial CorporationBroker
Motels of America Investment CORP.Broker
Yaeger Securities, INC.Broker
Fitzgerald, Dearman & Roberts, INC.Broker
R a F Financial CorporationBroker
Bradley & Associates, INC.Broker
Vantage Securities of Colorado, INC.Broker
State Registrations9 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.