Robert Tucker
Robert Tucker is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Reston, VA, with 47 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
Reston, VA
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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 with Professional Financial Services, Inc., providing investment advisory services and non-variable insurance since 1983. He also uses Professional Financial Services, Inc. as a DBA for LPL business, dedicating about half of his time to this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
Professional Financial Services, INC.
Previous Registrations
Manequity, INC.Broker
Grove Point Investments, LLCBroker
Keogler, Morgan & Company, INC.Broker
Manequity, INC.Broker
State Registrations18 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.