Robert Wells Allbright
Investment adviser representative at LPL Financial LLC
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$819.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- LPL Financial LLCMar 2021 to now
- BMO Harris Financial Advisors, Inc.Aug 2012 to now
- BMO Harris Bank N.A.Jul 2011 to now
- M&i Financial Advisors IncAug 2010 to now
- M&i Insurance Services IncAug 2010 to now
- M&i Trust CompanyAug 2010 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4006980
- Firm CRD
- 6413