Robert Guilford, financial advisor Erie PA

Robert Guilford

CRD Number: 6309962
Current Firm: Lpl Financial LLC

Robert Guilford (CRD# 6309962) is an Investment Advisor Representative working at Lpl Financial LLC in Erie, PA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Erie, PA Jul 2021 - Current 2
Fpg Group, LLC Erie, PA Apr 2020 - Jul 2021 1
Big Brothers Big Sisters Erie, PA Apr 2020 - Jul 2021 1
Waddell & Reed, Inc. Erie, PA Jan 2020 - Jul 2021 1
Various Insurance Carriers For W&r Insurance Agencies Fairview, PA Jan 2020 - Jul 2021 1
Absolute Bearing Properties LLC Fairview, PA Nov 2018 - Jul 2021 2
Bruce Phillips Meadville, PA Jan 2020 - May 2020 < 1
Jeffrey Fox Meadville, PA Jan 2020 - May 2020 < 1
The Prudential Insurance Company Of America Pittsburgh, PA Aug 2017 - May 2019 1
Pruco Securities, LLC Pittsburgh, PA Aug 2017 - May 2019 1
Pnc Investments LLC Pittsburgh, PA Mar 2017 - Aug 2017 < 1
Pnc Financial Group Hershey, PA Nov 2014 - Aug 2017 2
Pnci Hershey, PA Nov 2014 - Aug 2017 2
Pnc Bank Hershey, PA Mar 2016 - Mar 2017 1
Pnc Bank Hershey, PA Dec 2015 - Mar 2016 < 1
Pnc Investments LLC Hershey, PA Nov 2014 - Dec 2015 1
Morgan Stanley Harrisburg, PA Mar 2014 - Nov 2014 < 1
111th Mi Bde, Us Army Ft Huachuca, AZ Nov 2007 - Nov 2014 7
Us Navy Coronado, CA Jan 2003 - Oct 2014 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Robert J. Guilford
Phone Number: 704-733-3300
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
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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