Robert Withers, financial advisor Denver CO

Robert Withers

CRD Number: 728175
Current Firm: Lpl Financial LLC

Robert Withers (CRD# 728175) is an Investment Advisor Representative working at Lpl Financial LLC in Denver, CO and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Eden Prairie, MN Oct 2015 - Current 8
360 Financial Inc. Minnetonka, MN Oct 2015 - Jul 2022 6
Merrill Lynch Pierce Fenner & Smith Minneapolis, MN Sep 1999 - Aug 2015 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1993
S65 NASAA Investment Advisors Law Examination Jan 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Robert A. Withers
Phone Number: 704-733-3300
Registered State(s):
  • CO
  • MN
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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