Robert MelinoCRD Number: 1881506
Current Firm: Lpl Financial LLC
Robert Melino (CRD# 1881506) is an Investment Advisor Representative working at Lpl Financial LLC in Palm Desert, CA and has over 22 years of experience in the finance industry. Robert Melino has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Centaurus Financial, Inc.
Balboa Wealth Partners, Inc.
First Heartland Consultants, Inc.
|Lpl Financial LLC||Palm Desert, CA||Nov 2017 - Current||< 1|
|National Planning Corporation||N. Branford, CT||Jul 1999 - Current||18|
|Rom Associates||N. Branford, CT||Jan 1985 - Current||33|
|Bob Melino Income Tax Service||Higganum, CT||Jan 1973 - Current||45|
|Clairol Inc.||Stamford, CT||Jan 1968 - Current||50|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1996|
Total Assets Under Management117,248MILLIONS
Total Number of Accounts551,780ACCOUNTS
Average Account Value$212,490
- 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