Robert
Stanley
Lpl Financial LLC
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About this Advisor
Robert Stanley is a financial advisor working in Scranton, Pennsylvania, who has been in the financial industry for 10 years. Stanley is on the advisory team at Lpl Financial LLC. Throughout their career, they have worked at Merril Lynch, Lpl Financial LLC and Invest Financial Corporation, Inc. Stanley holds Series 63, Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in Maryland and Pennsylvania. Lpl Financial LLC is an advisory company that has its headquarters in Scranton, Pennsylvania. The investment advisory business has offices in 9,519 locations and a total of 23,035 financial advisors. It handles $208 billion in total assets across its 892,326 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 1,956 charities and foundations. Of its 892,326 customer accounts, 28% belong to high-net-worth individuals who have greater than $1 million in assets. The advisory firm has a broad assortment of services, such as 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. A financial advisor's fees usually are based on which services are offered. However, fee types billed by Lpl Financial LLC likely consist of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Lpl Financial LLC Brokerage Details
$207,793,164,246
23,035
892,326
$232,867
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Answer a few questions to get a personalized match.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 Stanley Work History
Robert has 10 years of experience.
Lpl Financial LLC
Invest Financial Corporation, Inc
Merril Lynch
Disclosures
Robert Stanley has no disclosures.
Please visit their SEC profile for more details.
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The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
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