Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Napp is a financial advisor at LPL Financial LLC. Robert has been in the financial services industry since 1988. Robert holds Series 7, Series 24, and Series 63 licenses. Robert is registered with the state of California and ten other states. Robert also provides insurance services as an independent insurance agent.
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.
1
2
CA
02/09/1999 - Present
LPL Financial LLC (CAMARILLO CA)
CA
11/01/1988 - 01/28/1999
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NA
05/25/1988 - 09/27/1988
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
05/25/1988 - 09/27/1988
IDS LIFE INSURANCE COMPANY
BC
Issued 01/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Napp is the right advisor for you? Invested Better is here to help.
