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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Joseph Folse is an active investment advisor representative. Robert is registered with LPL Financial LLC in Belle Chasse, LA and has been in the industry since January 31, 2002. Robert has passed the Series 63, Series 7 and SIE exams. Robert previously worked at National Planning Corporation in New Orleans, LA. Robert's specializations include fixed insurance and strategic planning. Robert also owns a graphic design and brand marketing business. Robert's firm, LPL Financial LLC, is a large firm with more than $50 billion in assets under management. The firm offers a variety of services, including financial planning, portfolio management, and educational seminars.
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.
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LA
11/29/2017 - Present
LPL Financial LLC (BELLE CHASSE LA)
LA
01/31/2002 - 11/29/2017
NATIONAL PLANNING CORPORATION (NEW ORLEANS LA)
BC
Issued 02/21/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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