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Robert Michael Host

Investment adviser representative at LPL Financial LLC
39 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business

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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

39 years in the industry.

  1. LPL Financial LLCJul 2021 to now
  2. Barbara SekelyJun 2018 to Jul 2021
  3. Friends of Brooker Creek PreserveJul 2015 to Sep 2017
  4. Rotary Club of East Lake SunriseJul 2014 to Jun 2021
  5. Various Insurance Carriers for W & R Insurance AgenciesMay 2006 to Jul 2021
  6. Waddell & Reed, IncMay 2006 to Jul 2021
  7. MicroaccountingJul 1987 to Jul 2021

Exams passed

  • Series 66 · Uniform Combined State Law2003

State registrations

Registered as an investment adviser representative in 2 states (FL, MA).

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
4630772
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
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