Roberto Cantu, financial advisor San Antonio TX

Roberto Cantu

CRD Number: 2346309
Current Firm: Lpl Financial LLC

Roberto Cantu (CRD# 2346309) is an Investment Advisor Representative working at Lpl Financial LLC in San Antonio, TX and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC San Antonio, TX May 2023 - Current < 1
Spc Ann Arbor, MI Jul 2019 - May 2023 3
Sigma Financial Corporation Ann Arbor, MI Jul 2019 - May 2023 3
Ameriprise Financial Services, Inc. San Antonio, TX Aug 2018 - Jul 2019 < 1
Investment Professionals Inc. San Antonio, TX Mar 2014 - Aug 2018 4
Connextion Point LLC San Antonio, TX Aug 2013 - Mar 2014 < 1
Futurity First Insurance Group San Antonio, TX Nov 2012 - Mar 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2004
S66 NASAA Uniform Combined State Law Examination Apr 2011
Contact Info for Roberto D. Cantu
Phone Number: 704-733-3300
Registered State(s):
  • TX
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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