Lpl Financial LLC
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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
Years of Experience
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Lpl Financial LLC Brokerage Details
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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
Robert Norman Work History
Robert has 11 years of experience.
Suntrust Investment Services, Inc
Robert Norman has no disclosures.
Please visit their SEC profile for more details.
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