Robert LevesqueCRD Number: 1927816
Current Firm: Lpl Financial LLC
Robert Levesque (CRD# 1927816) is an Investment Advisor Representative working at Lpl Financial LLC in Somerset, MA and has over 27 years of experience in the finance industry.
Spinnaker Asset Management Inc.
Financial Independence, LLC
Oppenheimer & Company Inc.
|Linsco/private Ledger Corp.||Somerset, MA||Dec 1989 - Current||27|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1989|
|S66||NASAA Uniform Combined State Law Examination||Apr 2006|
Total Assets Under Management112,086MILLIONS
Total Number of Accounts531,091ACCOUNTS
Average Account Value$211,049
- 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