Lpl Financial LLC
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About this Advisor
Dewayne Roberts is an advisor who lives in Forest Hills, New York. Currently a registered financial advisor at Lpl Financial LLC, they have accrued 10 years of work experience as a financial advisor. Roberts holds Series 63 and Series 66 licenses, certifying them as a securities broker. Roberts can serve clients based out of New Jersey. Their career trajectory has included roles at Chase Investment Services Corp, Jp Morgan Chase Bank Na, J.P. Morgan Securities LLC, Axa Advisors, LLC and Lpl Financial LLC. Lpl Financial LLC is headquartered in Forest Hills, New York, and has 9,519 other offices throughout the nation. Overall, 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 makes it one of the biggest investment advisory firms in the country. The firm manages 774,496 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 27% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Lpl Financial LLC offers 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
Dewayne Roberts Work History
Dewayne has 11 years of experience.
Lpl Financial LLC
Axa Advisors, LLC
J.P. Morgan Securities LLC
Chase Investment Services Corp
Jp Morgan Chase Bank Na
Dewayne Roberts has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
New York, NY
San Diego, CA
San Diego, CA