Robert Eugene Loucks

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

• 12/2007 → Present
  Lpl Financial Llc
  Carbondale, IL

Previous Registrations

• 2002-11-08 → 2007-12-21
  A. G. Edwards & Sons, Inc.
  Carbondale, IL
  Carbondale, IL

Other Businesses

(1) 11/20/2007: Alliance Investment Planning Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s)

Exams

• S66 Uniform Combined State Law Examination
  2000-02-21

Designations

• Certified Financial Planner