RH
CFP
RH
CFP

Robert Hinshon

50 Years of Experience
Livonia, MI
1 DisclosureBrokerSells Insurance

Robert Hinshon is a CFP-designated registered investment advisor at LPL Financial LLC, based in Livonia, MI, with 50 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

35951 Five Mile Road, Ste A, Livonia, MI, 48154

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2009
Settled
Other Business ActivitiesSells Insurance

Robert spends a minimal amount of time selling life, disability, long-term care, and fixed annuities through Hinshon Financial Planning, Inc. He also spends minimal time as a part owner of RSH Properties LLC, a building owner.

Employment History
Current Registrations
LPL Financial LLC
September 2009 - Present · 16 yrs 8 mos
LPL Financial LLCBroker
September 2009 - Present · 16 yrs 8 mos
Previous Registrations
Mutual Service Corporation
January 1992 - September 2009 · 17 yrs 8 mos
Mutual Service CorporationBroker
July 1976 - September 2009 · 33 yrs 2 mos
G. R. Phelps & CO., INC.Broker
December 1975 - December 1989 · 14 yrs
State Registrations13 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.