Robert De Grood (CRD# 4352304) is an Investment Advisor Representative working at Lpl Financial LLC in Oro Valley, AZ and has over 22 years of experience in the finance industry.
CRD# 4701550
Ubs Financial Services Inc.
CRD# 3272252
Edward Jones
CRD# 4840087
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Oro Valley, AZ | Jul 2021 - Current | 2 |
| Various Insurance Carriers | Oro Valley, AZ | Mar 2001 - Current | 23 |
| Waddell & Reed Inc. | Oro Valley, AZ | Feb 2001 - Current | 23 |
| Ironwood Ridge High School | Oro Valley, AZ | Sep 2017 - Dec 2020 | 3 |
| Amphi School District | Tucson, AZ | Dec 2013 - Sep 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2001 |
- CA
- FL
- GA
- IN
- MN
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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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