Dewayne
Roberts

Lpl Financial LLC

CRD#5512618
Investment Advisor
in Forest Hills, NY

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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

Series 63, Series 66

Years of Experience

11 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

Disclosures

No

Office Location

106-19 Continental Avenue
Forest Hills, NY 11375

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

NY Average: $16,012,751,954
Total Number of Employees

22,790

NY Average: 118
Total Number of Accounts

786,525

NY Average: 4,567
Average Account Size

$202,281

NY Average: $3,506,186

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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
  • Other

Dewayne Roberts Work History

Dewayne has 11 years of experience.

2019 - Present (1 year)

Lpl Financial LLC

2016 - 2018 (2 years)

Axa Advisors, LLC

2012 - 2016 (4 years)

J.P. Morgan Securities LLC

2009 - 2012 (3 years)

Chase Investment Services Corp

2009 - 2016 (7 years)

Jp Morgan Chase Bank Na

Disclosures

Dewayne Roberts has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Jonathan Staiman
New York, NY
Franklin Borders
Charlotte, NC
Daniel Fowler
Pampa, TX
Mark Tonelli
Denver, CO
Steven Justice
San Diego, CA
Christopher Kemp
San Diego, CA

This content was compiled from the SEC and FINRA.

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