Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Root is a financial advisor in Pine City, Minnesota with over 16 years of experience in the financial services industry. Robert is a registered representative of LPL Financial LLC and has been with LPL Financial LLC since November 29, 2017. Robert specializes in helping clients with a variety of financial planning needs, including retirement planning, college savings, and estate planning. Robert also provides investment advice and portfolio management services to individuals and families. Before joining LPL Financial LLC, Robert was a financial advisor at Investment Centers of America, Inc. and Securities America, Inc. Robert is committed to providing his clients with personalized service and helping them reach their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
11/29/2017 - Present
LPL Financial LLC (PINE CITY MN)
MN
04/21/2017 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (PINE CITY MN)
MN
02/24/2012 - 04/18/2017
SECURITIES AMERICA, INC. (PINE CITY MN)
MN
03/14/2007 - 02/24/2012
INVESTMENT CENTERS OF AMERICA, INC. (PINE CITY MN)
BOTH
Issued 04/20/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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