Robert Laufer, financial advisor Yorktown VA
93 score

Robert Laufer

CRD Number: 1938080
Current Firm: Lpl Financial LLC

Robert Laufer (CRD# 1938080) is an Investment Advisor Representative working at Lpl Financial LLC in Yorktown, VA and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Yorktown, VA Dec 2017 - Current < 1
Laufer Insurance Solutions, Inc. Yorktown, VA Jan 2017 - Current 1
The Laufer Insurance Agency, Inc. Yorktown, VA Dec 1989 - Current 28
Nationwide Securities, LLC Yorktown, VA Aug 2008 - Dec 2017 9
Nationwide Advisory Services, Inc. Hampton, VA Mar 1989 - Dec 2017 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1989
S65 NASAA Investment Advisors Law Examination May 2007
Contact Info for Robert T. Laufer
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    117,248
    MILLIONS
  • Total Number of Accounts
    551,780
    ACCOUNTS
  • Average Account Value
    $212,490
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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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