Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert L. Brite is a financial advisor at LPL Financial LLC, a firm with more than $50 billion in assets under management and 168915 clients. Robert has been in the financial services industry for over 40 years and has experience in various areas such as investment management and financial planning. Robert is registered to provide investment advice in Kentucky, Louisiana, and Maryland. In addition to working with LPL Financial LLC, Robert also provides non-variable insurance services in Kenner, LA.
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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2
LA
11/23/2020 - Present
LPL Financial LLC (KENNER LA)
LA
02/03/2012 - 11/25/2020
WOODBURY FINANCIAL SERVICES, INC. (KENNER LA)
LA
03/01/2004 - 02/06/2012
SECURIAN FINANCIAL SERVICES, INC. (METAIRIE LA)
MA
05/21/1991 - 02/07/2004
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
03/05/1986 - 05/20/1991
HOME LIFE INSURANCE COMPANY
CT
03/05/1986 - 05/20/1991
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
NA
02/23/1981 - 03/06/1986
FINANCIAL PLANNERS EQUITY CORPORATION
IA
Issued 12/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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