Robert Laville (CRD# 4403437) is an Investment Advisor Representative working at Lpl Financial LLC in Mandeville, LA and has over 22 years of experience in the finance industry.
CRD# 4945227
Second Line Capital, LLC
CRD# 5987927
Osaic Wealth, Inc.
CRD# 2798030
Wealthharbor Capital Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Mandeville, LA | Dec 2015 - Current | 8 |
| Home Bank | Mandeville, LA | Dec 2015 - Current | 8 |
| Capital One Sharebuilder, Inc. | Mandeville, LA | Jan 2015 - Dec 2015 | < 1 |
| Capital One Investments Services | New Orleans, LA | Sep 2012 - Jan 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2001 |
| S63 | Uniform Securities State Law Examination | Aug 2016 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2016 |
- LA
- TX
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Total Assets Under Management463,475MILLIONS
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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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