Richard Groberg, financial advisor Idaho Falls ID

Richard Groberg

CRD Number: 4433838
Current Firm: Lpl Financial LLC

Richard Groberg (CRD# 4433838) is an Investment Advisor Representative working at Lpl Financial LLC in Idaho Falls, ID and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Idaho Falls, ID Jul 2003 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2001
S65 NASAA Investment Advisors Law Examination Oct 2003
Contact Info for Richard T. Groberg
Phone Number: 704-733-3300
Registered State(s):
  • ID
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
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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