Robert
Norman

Lpl Financial LLC

CRD#5954628
Investment Advisor
in Birmingham, AL

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About this Advisor

Robert Norman is a certified financial planner who lives in Birmingham, Alabama. Currently a registered financial advisor with Lpl Financial LLC, Norman has 10 years of professional experience as a financial advisor. Norman maintains a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Norman can operate in Alabama. During their career, Norman has held roles at Suntrust Bank, Suntrust Investment Services, Inc and Lpl. Lpl Financial LLC is based out of Birmingham, Alabama, and operates out of 9,519 brick-and-mortar locations in the nation. As a registered advisory firm, Lpl Financial LLC oversees $159 billion in assets throughout 786,525 client accounts and employs more than 22,790 people. The amount of assets the firm manages places it among the biggest firms in the country. The firm manages 774,496 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 27% of the investment firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Lpl Financial LLC can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

5825 Feldspar Way
Birmingham, AL 35244

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

AL Average: $16,012,751,954
Total Number of Employees

22,790

AL Average: 118
Total Number of Accounts

786,525

AL Average: 4,567
Average Account Size

$202,281

AL Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Robert Norman Work History

Robert has 11 years of experience.

2014 - Present (6 years)

Lpl

2011 - 2014 (3 years)

Suntrust Bank

2011 - 2014 (3 years)

Suntrust Investment Services, Inc

2009 - 2011 (2 years)

Suntrust Bank

Disclosures

Robert Norman has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Jonathan Staiman
New York, NY
Franklin Borders
Charlotte, NC
Daniel Fowler
Pampa, TX
Mark Tonelli
Denver, CO
Steven Justice
San Diego, CA
Christopher Kemp
San Diego, CA

This content was compiled from the SEC and FINRA.

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