Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Laville is a financial advisor at LPL Financial LLC, a well-established firm with over $50 billion in assets under management. Robert has been in the financial services industry since 2012 and has experience working with a range of clients, including individuals, families, and businesses. Robert holds Series 63, 65, and 66 licenses, as well as the Series 7 and SIE exams. Robert has a strong background in financial planning and investment management, and is committed to providing personalized advice and guidance to help his clients achieve 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
LA
06/03/2021 - Present
LPL Financial LLC (MANDEVILLE LA)
LA
01/02/2015 - 12/24/2015
CAPITAL ONE INVESTING, LLC (SLIDELL LA)
LA
10/23/2012 - 01/02/2015
CAPITAL ONE INVESTMENT SERVICES LLC (MANDEVILLE LA)
NY
07/12/2001 - 12/20/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 10/04/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/2016
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 08/03/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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