Helene
Robertson

Lpl Financial LLC

CRD#1016061
Investment Advisor
in Seattle, WA
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About this Advisor

Helene Robertson is an advisor based in Seattle, Washington. Currently a registered investment advisor with Lpl Financial LLC, Robertson has 20 years of work experience. Robertson has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Robertson can work with clients based out of California, Hawaii, Idaho, Iowa, Maine, Minnesota and Washington. Over the course of their career, they have held roles at National Planning Corporation and Lpl Financial LLC. Lpl Financial LLC is based out of Seattle, Washington, and operates out of 8,011 additional offices in the nation. As a company, 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 makes it one of the largest investment advisory firms in the United States. The firm manages 655,827 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 23% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. 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 63, Series 65

Years of Experience

20 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

Yes

Office Location

227 S Orcas St
Seattle, WA 98108

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

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

22,790

WA Average: 118
Total Number of Accounts

786,525

WA Average: 4,567
Average Account Size

$202,281

WA 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

Helene Robertson Work History

Helene has 20 years of experience.

2017 - Present (2 years)

Lpl Financial LLC

1998 - 2017 (19 years)

National Planning Corporation

Disclosures

Helene Robertson has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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