Robert George Vail
Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- LPL Financial LLCOct 2024 to now
- EmpeopleOct 2024 to now
- Pruco Securities LLCSep 2023 to Sep 2024
- The Prudential Insurance Company of AmericaSep 2023 to Sep 2024
- Unemployed/ MedicalOct 2022 to Sep 2023
- TD Bank N.A.Feb 2020 to Oct 2022
- TD Private Client Wealth LLCFeb 2020 to Oct 2022
- Ll BeanSep 2019 to Feb 2020
- South Portland School DistrictJun 2019 to Nov 2019
- University of New EnglandSep 2018 to Jun 2019
- Charter Oak Capital ManagementFeb 2016 to Nov 2018
Exams passed
- Series 66 · Uniform Combined State Law2004
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (ME).
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
- 4815885
- Firm CRD
- 6413