Robert
Barber

Lpl Financial LLC

CRD#1922575
Investment Advisor
in Fresno, CA

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About this Advisor

Robert Barber is a financial advisor working in Fresno, California who has 8 years of industry experience. Barber is an advisor for Lpl Financial LLC. Throughout their career, Barber has worked at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association and Lpl Financial, LLC. Barber maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in California and Texas. Lpl Financial LLC is a registered investment company operating out of Fort Mill, SC. The investment advisory business has offices in 9,898 locations and a total of 31,366 people on staff. It has $368 billion in assets across its 1,688,501 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides financial advice to 3,425 charities and foundations. Of its 1,688,501 accounts, 31% are held by high-net-worth investors who have greater than $1 million in investable assets. Lpl Financial LLC has a wide array of services, including 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. Fees for financial management largely vary depending on which service is offered. Fee types charged by Lpl Financial LLC likely include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

8 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

Office Location

465 E. Fir Ave Suite 105
Fresno, CA 93720-2975

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

CA Average: $646,059,043
Total Number of Employees

31,366

CA Average: 13
Total Number of Accounts

1,688,501

CA Average: 661
Average Account Size

$217,956

CA Average: $977,396

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 Barber Work History

Robert has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Lpl Financial, LLC

2015 - 2015 (< 1 year)

Morgan Stanley Private Bank, National Association

2009 - 2015 (6 years)

Morgan Stanley Smith Barney

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Robert Barber 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

Eric Matthews
Fort Mill, SC
Diane Winner
Ann Arbor, MI
James Mullen
The Villages, FL
Rebecca Chiccino
Charlestown, MA
Robert Notarfrancesco
Bridgeport, CT
John Gehlhaart
Waukesha, WI
Hope Hoch
Oldsmar, FL
Joseph Praino
Purchase, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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