Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Meade is a financial advisor at LPL Financial LLC. Robert has over 30 years of experience in the financial services industry. Robert has a deep understanding of investment strategies and has a proven track record of success in helping clients achieve their financial goals. Robert is a Certified Financial Planner. Robert is also registered with the state of Delaware as an Investment Advisor Representative. Robert's clients include high-net-worth individuals, families, and businesses. Robert is committed to providing personalized financial advice and guidance to help clients 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.
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CA
07/17/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
DE
09/10/2012 - 05/10/2013
NATIONWIDE SECURITIES, LLC (LEWES DE)
DE
12/18/1996 - 06/11/2010
WILMINGTON BROKERAGE SERVICES COMPANY (GEORGETOWN DE)
CT
03/14/1994 - 12/31/1994
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
CO
03/31/1992 - 01/14/1994
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
MN
08/23/1989 - 02/05/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/23/1989 - 02/05/1992
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 09/04/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
Active
Inactive
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