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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 Wells Allbright is a financial advisor at LPL Financial LLC, a large firm based in Fort Mill, South Carolina. Robert has been in the industry since December 1999 and is licensed in 25 states. Robert has been with LPL Financial LLC since March 2021. Previously, Robert worked for BMO Harris Financial Advisors, Inc., M&I Financial Advisors, Inc and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Robert holds both Series 7 and Series 66 securities licenses, as well as the SIE exam. He is also a Certified Financial Planner.
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
WI
03/24/2021 - Present
LPL Financial LLC (BROOKFIELD WI)
WI
08/01/2012 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (NEW BERLIN WI)
WI
08/30/2010 - 08/01/2012
M&I FINANCIAL ADVISORS, INC (BROOKFIELD WI)
WI
12/10/1999 - 08/31/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WAUKESHA WI)
BOTH
Issued 03/01/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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