Robert
Pfeifer

Lpl Financial LLC

CRD#1218578
Investment Advisor
in Olney, MD

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About this Advisor

Robert Pfeifer is a financial advisor operating out of Olney, Maryland with 17 years of industry experience. Pfeifer is on the advisory team at Lpl Financial LLC. They have been employed by Lpl Financial Llc for their total career. Pfeifer maintains Series 63 and Series 66 licenses, designating them as a securities representative, and is approved to operate in Delaware, Maryland, Pennsylvania, South Carolina, Texas and Virginia. Lpl Financial LLC is a company headquartered in Fort Mill, SC. It has offices in 9,898 locations and a total of 31,366 financial advisors. It has $368 billion in assets across its 1,688,501 client accounts, placing it among the biggest firms in the nation by assets under management. The firm provides financial advice to 3,425 charitable organizations. Of its 1,688,501 customer accounts, 31% belong to high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm provides a number 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 advisory services typically are based on which services the firm provides the client. However, fees charged by Lpl Financial LLC most likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

17 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

Olney, MD

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

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

31,366

MD Average: 13
Total Number of Accounts

1,688,501

MD Average: 661
Average Account Size

$217,956

MD 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 Pfeifer Work History

Robert has been registered as a financial advisor for 17 years.*

2005 - Present (19 years)

Linsco/ Private Ledger Corp

*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 Pfeifer 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
Hyun Song
Vienna, VA
Gregory Horn
Lawrenceburg, IN
Adam Chaney
Naperville, IL
Gregory Mason
Biloxi, MS
Kevin Harvey
Chico, CA
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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