Robert E Little
Investment adviser representative at LPL Financial LLC
14 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
14 years in the industry.
- LPL Financial LLCJan 2023 to now
- Taylor Iron Machine WorksApr 2020 to now
- Raider Wealth ManagementOct 2015 to now
- Wrights Creek OutfitterJun 2014 to now
- Little RanchAug 2012 to now
- Ralj Farms LLCJul 2022 to Nov 2025
- Boat Rental Lake LbjJul 2020 to Aug 2023
- Raymond James Financial Services Advisors InclOct 2015 to Jan 2023
- Raymond James Financial Services, Inc.Oct 2015 to Jan 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (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
- 5351442
- Firm CRD
- 6413