Robert Leibrich, financial advisor Sheridan WY

Robert Leibrich

CRD Number: 1558230
Current Firm: Lpl Financial LLC

Robert Leibrich (CRD# 1558230) is an Investment Advisor Representative working at Lpl Financial LLC in Sheridan, WY and has over 34 years of experience in the finance industry. Robert Leibrich 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.

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Professional Designations
Company Name Location Dates Years
Lpl Financial, LLC Sheridan, WY Nov 2016 - Current 7
First Interstate Bank Sheridan, WY Oct 1997 - Current 26
Cetera Investment Advisers LLC Sheridan, WY Jan 2014 - Nov 2016 2
Cetera Investment Services St. Cloud, MN Dec 2006 - Nov 2016 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1989
Contact Info for Robert L. Leibrich
Phone Number: 704-733-3300
Registered State(s):
  • TX
  • WY
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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