Robert Allen Bye
Investment adviser representative at LPL Financial LLC
24 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
24 years in the industry.
- LPL Financial LLCApr 2025 to now
- (dba) Diamond Point Wealth Management LLCApr 2017 to now
- Robert A Bye Insurance ServicesJul 2001 to now
- Cetera Advisor Networks LLCFeb 2025 to Apr 2025
- Cetera Investment Advisers LLCFeb 2025 to Apr 2025
- Concourse Financial Group Securities IncApr 2017 to Feb 2025
- United Planners' Financial ServicesOct 2015 to May 2017
- Eide Bailly Advisors, LLCJan 2011 to May 2017
- Eide Bailly AgencyJan 2011 to May 2017
- Eide Bailly Financial Services LLCJan 2011 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
State registrations
Registered as an investment adviser representative in 2 states (ND, TX).
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
- 4357627
- Firm CRD
- 6413