Robert PtacekCRD 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.
Truly Prosper Financial Planning LLC
Prudential Financial Planning Services
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|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|
Total Assets Under Management404,176MILLIONS
Total Number of Accounts1,517,995ACCOUNTS
Average Account Value$266,257
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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