Lpl Financial LLC
About this Advisor
Robert Luce is a financial advisor operating out of Sparks, Nevada, with 17 years of financial industry experience. Luce is currently employed by Lpl Financial LLC. Over the course of their career, Luce has held roles at Wachovia Securities LLC, Ubs Financial Services Inc and Lpl Financial. Luce holds a Series 63 license, designating them as a securities representative, and is able to work in Nevada. Lpl Financial LLC is a registered investment firm based in Sparks, Nevada. The firm has offices in 9,519 locations and a total of 23,035 employees. It controls $208 billion in assets between its 892,326 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 1,956 charitable organizations. Of its 892,326 customer accounts, 28% are held by high-net-worth clients who have greater than $1 million in assets. The company offers a broad assortment 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 usually depend on which services the firm provides the client. Fee types charged by Lpl Financial LLC likely include any blend of 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 Luce Work History
Robert has 17 years of experience.
Ubs Financial Services Inc
Wachovia Securities LLC
Robert Luce has no disclosures.
Please visit their SEC profile for more details.
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