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Robert Eustice

LPL Enterprise, LLC

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About Robert Eustice

Robert Eustice is a financial professional with over 30 years of experience in the financial services industry. He is currently registered with LPL Enterprise, LLC, and is also registered to conduct business in Iowa, Texas, and other states. Robert has a long history of working with a variety of clients, including individuals, businesses, and pension and profit sharing plans. Robert has a strong track record of success in helping his clients achieve their financial goals.

Firm Information

Robert Eustice is currently registered with LPL Enterprise, LLC. LPL Enterprise, LLC is a Limited Liability Company registered in South Carolina and formed on May 25, 2023. They offer financial planning, educational seminars, portfolio management for individuals and businesses, and other consulting and non-discretionary advisory services. The firm is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. They have a total of 55 registered representatives and 12 investment advisor representatives. The firm participates in wrap fee programs.
LPL Enterprise, LLC

1055 LPL WAY

FORT MILL, SC 29715

Not reported

Assets Under Management

Not reported

Total Clients

50

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting and other non-discretionary advisory services

Consulting and other non-discretionary advisory services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Robert Eustice’s Registration & Firm History

IA

11/14/2024 - Present

LPL Enterprise, LLC (MARION IA)

IA

04/03/2018 - 02/27/2024

EDWARD JONES (MARION IA)

CO

01/27/2017 - 12/31/2017

THE LEADERS GROUP, INC. (LITTLETON CO)

CT

12/20/2012 - 01/04/2017

SAYBRUS EQUITY SERVICES, INC (HARTFORD CT)

KS

03/20/2012 - 12/10/2012

ING FINANCIAL PARTNERS, INC. (OVERLAND PARK KS)

IA

08/12/2011 - 02/16/2012

LINCOLN FINANCIAL SECURITIES CORPORATION (CLIVE IA)

IL

08/12/2010 - 06/16/2011

NFP SECURITIES, INC. (CHICAGO IL)

IA

02/08/2005 - 07/19/2010

ING FINANCIAL PARTNERS, INC. (DES MOINES IA)

MA

06/11/1998 - 01/04/2005

SIGNATOR INVESTORS, INC. (BOSTON MA)

IA

01/06/1997 - 06/05/1998

LOCUST STREET SECURITIES, INC. (DES MOINES IA)

IA

12/14/1994 - 12/31/1995

LOCUST STREET SECURITIES, INC. (DES MOINES IA)

MA

08/11/1993 - 11/17/1994

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

MA

08/11/1993 - 11/17/1994

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

NY

11/21/1988 - 01/04/1990

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NA

09/16/1987 - 12/07/1988

CONNECTICUT MUTUAL FINANCIAL SERVICES, INC.

NA

11/25/1986 - 08/12/1987

CONNECTICUT MUTUAL FINANCIAL SERVICES, INC.

NA

09/15/1983 - 07/10/1986

NEW YORK LIFE SECURITIES CORP.

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Licenses & Designations

BC

Issued 03/02/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/19/1998

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/17/1997

Series 7 - General Securities Representative Examination

BC

Issued 08/09/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/27/1984

Series 22 - Direct Participation Programs Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Eustice.
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