Robert Entwistle, financial advisor Elkhorn WI

Robert Entwistle

CRD Number: 6692480
Current Firm: Lpl Financial LLC

Robert Entwistle (CRD# 6692480) is an Investment Advisor Representative working at Lpl Financial LLC in Elkhorn, WI and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Elkhorn, WI Jun 2023 - Current < 1
Edward Jones St Louis, MO Aug 2016 - Jun 2023 6
Associated Bank N.a. Milwaukee, WI Mar 2014 - Aug 2016 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2016
Contact Info for Robert Entwistle
Phone Number: 704-733-3300
Registered State(s):
  • 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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