Robert Root, financial advisor Pine City MN

Robert Root

CRD Number: 5293466
Current Firm: Lpl Financial LLC

Robert Root (CRD# 5293466) is an Investment Advisor Representative working at Lpl Financial LLC in Pine City, MN and has over 16 years of experience in the finance industry.

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Lpl Financial LLC
Company Name Location Dates Years
Lpl Financial LLC Pine City, MN Nov 2017 - Current 6
Frandsen Bank & Trust Pine City, MN Nov 2017 - Current 6
Investment Centers Of America, Inc. Pine City, MN Apr 2017 - Nov 2017 < 1
Gahler Investment Group Pine City, MN Mar 2007 - Nov 2017 10
Securities America Pine City, MN Feb 2012 - Apr 2017 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2007
Contact Info for Robert A. Root
Phone Number: 704-733-3300
Registered State(s):
  • AZ
  • MN
  • MO
  • ND
  • TX
  • WI
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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