Robert Michael Host

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2006 → 07/2021
  Waddell & Reed, Inc
  Odessa, FL
• 05/2006 → 07/2021
  Various Insurance Carriers For W & R Insurance Agencies
  Clearwater, FL
• 07/2014 → 06/2021
  Rotary Club Of East Lake Sunrise
  Oldsmar, FL
• 07/2015 → 09/2017
  Friends Of Brooker Creek Preserve
  Tarpon Springs, FL
• 06/2018 → 07/2021
  Barbara Sekely
  Tampa, FL
• 07/1987 → 07/2021
  Microaccounting
  Clearwater, FL
• 07/2021 → Present
  Lpl Financial Llc
  Odessa, FL

Previous Registrations

• 2006-05-26 → 2021-07-21
  Waddell & Reed
  Charleroi, PA
  Odessa, FL
  Odessa, FL
  Odessa, FL

Other Businesses

1. 07/09/2021 - Robert M. Host - Investment Related - Home Based - Tax Prep/Accounting/CPA - Start Date - 1987 2. 01/20/2023 - NightStar Planning & Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 01/01/2023 - 160 Hours Per Month/160 Hours During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2003-06-07

Other Names

• Bob Host
• Robert Host