Robert G Robertson
Investment adviser representative at LPL Financial LLC
13 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
13 years in the industry.
- LPL Financial LLCMay 2024 to now
- Equitable Advisors LLCJul 2023 to May 2024
- Crash ChampionsJun 2022 to Aug 2022
- Augustana CollegeAug 2020 to May 2023
- Docs Victory PubAug 2020 to Dec 2021
- Elmhurst Brewing CompanyJul 2019 to Aug 2021
- UnemployedMar 2019 to Jun 2019
- Tavern At the ParkAug 2018 to Feb 2019
- Depaul UniversitySep 2017 to Jun 2018
- York Community High SchoolJul 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 7789274
- Firm CRD
- 6413