Lpl Financial LLC
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About this Advisor
Robert Shore is a certified financial planner in Charlotte, North Carolina. Currently a registered financial advisor with Lpl Financial LLC, Shore has an impressive 31 years of work experience in the financial advisory industry. Shore maintains a Series 63 license, designating them as a securities representative. Shore is able to work with investors in North Carolina. The advisor has gained experience at Lpl Financial and Equity Services, Inc. Lpl Financial LLC is headquartered in Charlotte, North Carolina, and has 8,011 additional brick-and-mortar locations across the nation. As a firm, Lpl Financial LLC manages $153 billion in assets throughout 680,466 client accounts and employs more than 22,703 people. The amount of assets the firm manages places it among the largest investment advisory firms in the nation. The firm manages 655,827 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 23% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in 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
Robert Shore Work History
Robert has 31 years of experience.
Equity Services, Inc
Robert Shore has no disclosures.
Please visit their SEC profile for more details.