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Robert John Eldred

LPl Financial LLC

San Francisco, CA

San Francisco, CA

CRD 2124128

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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
TX RA APPROVED_RES 2007-05-17
CA RA APPROVED 2005-07-13
  • TX RA
    APPROVED_RES
    Since 2007-05-17
  • CA RA
    APPROVED
    Since 2005-07-13

Branch Locations

San Francisco, CA • United States

57 Post Street, Suite 713, San Francisco, CA 94104 • 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
Linsco Private Ledger Antioch CA 07/2005 Present
  • 07/2005 → Present
    Linsco Private Ledger
    Antioch, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-03-21
S63 Uniform Securities Agent State Law Examination 1991-03-01
  • S65 Uniform Investment Adviser Law Examination
    1997-03-21
  • S63 Uniform Securities Agent State Law Examination
    1991-03-01
Designations
  • Certified Financial Planner

View on SEC IAPD

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