Robert Ptacek, financial advisor Centerville OH

Robert Ptacek

CRD Number: 2999830
Current Firm: Lpl Financial LLC

Robert Ptacek (CRD# 2999830) is an Investment Advisor Representative working at Lpl Financial LLC in Centerville, OH and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Centerville, OH Feb 2018 - Current 4
Ta-check Financial Centerville, OH Aug 2007 - Current 14
Sii Investments, Inc. Centerville, OH Aug 2007 - Feb 2018 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2012
S66 NASAA Uniform Combined State Law Examination Mar 2013
Contact Info for Robert J. Ptacek
Phone Number: 704-733-3300
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    404,176
    MILLIONS
  • Total Number of Accounts
    1,517,995
    ACCOUNTS
  • Average Account Value
    $266,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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