Robby
Engeldinger
Lpl Financial LLC
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About this Advisor
Robby Engeldinger is a financial advisor based in Pleasanton, California, working with Lpl Financial LLC. Robby has previously held positions at Wells Fargo Advisors LLC, Wells Fargo Bank, Na, Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, California State University, Bank Of America, N.A, Bancwest Investment Services, Inc, Bmo Bank Na, and Lpl Financial LLC. Robby has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in California. Currently, Robby is part of Lpl Financial LLC, which operates out of Pleasanton, California. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$463,475,486,343
35,841
1,910,545
$242,588
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
Robby Engeldinger Work History
Lpl Financial LLC
Bmo Bank Na
Bancwest Investment Services, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
Wells Fargo Bank, Na
California State University
Disclosures
Please visit the SEC profile of Robby Engeldinger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lpl Financial LLC
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La Jolla, CA
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