Robert
Wilson

Lpl Financial LLC

CRD#6429092
Investment Advisor
in Providence Forge, VA

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About this Advisor

Robert Wilson is an investment advisor who lives in Providence Forge, Virginia. Currently a registered financial advisor at Lpl Financial LLC, they have gathered 10 years of professional experience as a financial advisor. Wilson has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Wilson is able to serve investors in Texas and Virginia. Over the course of their career, Wilson has held roles at Hampden-Sydney College, Rocktenn Company, C&F Bank Dba C&F Wealth Management and Lpl Financial LLC. Lpl Financial LLC is based out of Providence Forge, Virginia, and has 9,519 other locations throughout the nation. Overall, Lpl Financial LLC manages $208 billion in assets across 892,326 accounts and retains more than 23,035 people. The amount of assets the firm manages places it among the biggest firms in the country. The firm manages 890,301 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 28% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Lpl Financial LLC can offer 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's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

3501 N Courthouse Rd
Providence Forge, VA 23140

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$207,793,164,246

VA Average: $646,059,043
Total Number of Employees

23,035

VA Average: 13
Total Number of Accounts

892,326

VA Average: 661
Average Account Size

$232,867

VA Average: $977,396

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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 Wilson Work History

Robert has 10 years of experience.

2018 - Present (3 years)

C&F Bank Dba C&F Wealth Management

2018 - Present (3 years)

Lpl Financial LLC

2017 - 2018 (1 year)

C&F Bank Dba C&F Wealth Management

2016 - 2018 (2 years)

Lpl Financial LLC

2015 - 2017 (2 years)

C&F Bank Dba C&F Wealth Management

2014 - 2015 (1 year)

C&F Bank Dba C&F Wealth Management

2014 - 2016 (2 years)

Lpl Financial LLC

2013 - 2013 (< 1 year)

Rocktenn Company

2012 - 2012 (< 1 year)

Rocktenn Company

2011 - 2011 (< 1 year)

Rocktenn Company

2010 - 2014 (4 years)

Hampden-Sydney College

Disclosures

Robert Wilson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
James Dannel
Knoxville, TN
John Fitch
Charlotte, NC
Robert Wilson
Providence Forge, VA
Matthew Schultz
Fargo, ND
Brett Hudson
Sedalia, MO
Brian Fahrner
Des Plaines, IL
Andrew Fraser
Austin, TX

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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