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Robert Rearden Nachtsheim

LPl Financial LLC

Carlsbad, CA

San Diego, CA

CRD 6479072

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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:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-05
  • CA RA
    APPROVED
    Since 2025-09-05

Branch Locations

Carlsbad, CA • United States

4707 Executive Dr, San Diego, CA 92121-3091 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc San Diego CA 04/2018 Present
Jpmorgan Chase New York NY 08/2014 04/2018
  • 04/2018 → Present
    Lpl Financial Llc
    San Diego, CA
  • 08/2014 → 04/2018
    Jpmorgan Chase
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-09
  • S66 Uniform Combined State Law Examination
    2025-05-09
Other Names
  • Robert Rearden Nachtsheim
  • Robert Nachtsheim

View on SEC IAPD

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