Robert Personett, financial advisor Washington IL

Robert Personett

CRD Number: 7009864
Current Firm: Lpl Financial LLC

Robert Personett (CRD# 7009864) is an Investment Advisor Representative working at Lpl Financial LLC in Washington, IL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Washington, IL May 2022 - Current < 1
Cuna Brokerage Services, Inc. Waverly, IA Jun 2020 - Current 2
Cefcu Washington, IL Jun 2020 - Current 2
309 Capital LLC Germantown Hills, IL Nov 2019 - Current 3
Charles Schwab & Company, Inc. Peoria, IL Sep 2019 - Apr 2020 < 1
Alphabravo, LLC Washington, IL Feb 2011 - Dec 2019 8
Atia Wealth Management Springfield, IL Sep 2018 - Apr 2019 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2018
S63 Uniform Securities State Law Examination Dec 2019
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Robert A. Personett
Phone Number: 704-733-3300
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    404,176
    MILLIONS
  • Total Number of Accounts
    1,517,995
    ACCOUNTS
  • Average Account Value
    $266,257
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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