Robert Siegler (CRD# 4387194) is an Investment Advisor Representative working at Lpl Financial LLC in Paramus, NJ and has over 15 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Paramus, NJ | Jul 2020 - Current | 3 |
| Lakeland Financial Services | Butler, NJ | Jun 2019 - Jul 2020 | 1 |
| Lfsa Inc. - Lakeland Financial Services Agency | Butler, NJ | Aug 2018 - Jul 2020 | 1 |
| Lfsa Inc. - Lakeland Financial Services Agency | Butler, NJ | Aug 2018 - Jul 2020 | 1 |
| Raymond James Financial Services, Inc. | Butler, NJ | Oct 2016 - Jul 2020 | 3 |
| Lakeland Bank | Butler, NJ | Oct 2016 - Jul 2020 | 3 |
| Raymond James Financial Services Advisors Inc. | Butler, NJ | Oct 2016 - Jul 2020 | 3 |
| J.p. Morgan Securities LLC | Monsey, NY | Mar 2010 - Oct 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2008 |
- NJ
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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