Robert Steven Fenton

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

• 04/1993 → 01/2021
  Robert S. Fenton, Cpa Cfp
  Westlake Village, CA
• 10/2004 → 03/2026
  Centaurus Financial, Inc.
  Orange, CA
• 03/2026 → Present
  Lpl Financial Llc
  Westlake Village, CA

Previous Registrations

• 2004-10-01 → 2026-03-09
  Centaurus Financial, Inc.
  Westlake Village, CA
  Anaheim, CA
  Westlake Village, CA
  Anaheim, CA
• 1998-12-03 → 2004-10-01
  National Planning Corporation
  Westlake Village, CA

Other Businesses

1. 02/2026 - FENTON WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Investment related - At Reported Business Location(s) - 160 Hrs/Mth - 160 Hrs During Trading - OBA start date: 3/9/2026

Exams

• S66 Uniform Combined State Law Examination
  1998-09-28

Designations

• Certified Financial Planner