Robert
Beswick

Lpl Financial LLC

CRD#1040843
Investment Advisor
in Portland, OR
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About this Advisor

Robert Beswick is a certified financial planner and chartered financial consultant whose office is in Portland, Oregon. Currently a registered financial advisor at Lpl Financial LLC, Beswick has a notable 29 years of practice as a registered investment advisor. Beswick maintains a Series 63 license, certifying them as a securities broker. Beswick is able to operate in Maine. Throughout their career, they have worked at Preisz Financial, Mutual Service Corporation and Lpl Financial, LLC. Lpl Financial LLC is based out of Portland, Oregon, and operates out of 8,011 locations across the United States. Overall, Lpl Financial LLC manages $153 billion in assets across 680,466 accounts and retains more than 22,703 people. The amount of assets the firm manages places it among the largest investment advisory firms in the United States. The firm manages 655,827 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 23% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in capital. 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, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

29 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

4525 Sw Condor Ave
Portland, OR 97239-4061

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

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

22,790

OR Average: 118
Total Number of Accounts

786,525

OR Average: 4,567
Average Account Size

$202,281

OR 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

Robert Beswick Work History

Robert has 29 years of experience.

2015 - Present (4 years)

Preisz Financial

2009 - Present (10 years)

Lpl Financial, LLC

1989 - 2009 (20 years)

Mutual Service Corporation

Disclosures

Robert Beswick has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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