Robert Andrew Hikes

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

• 01/2013 → 02/2018
  Invest Financial Corporation
  Basking Ridge, NJ
• 08/2007 → Present
  Affinity Federal Credit Union
  Basking Ridge, NJ
• 02/2018 → Present
  Lpl Financial Llc
  Flemington, NJ

Previous Registrations

• 2013-01-16 → 2018-02-20
  Invest Financial Corporation
  Bedminster, NJ
  Basking Ridge, NJ
  Flemington, NJ
  Branchburg, NJ
  New Providence, NJ
  Appleton, WI
• 2007-06-18 → 2013-01-30
  Affinity Investment Services, Llc
  Basking Ridge, NJ
  Basking Ridge, NJ

Other Businesses

1. 02/14/2018 - Affinity Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business).

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-03-16
• S63 Uniform Securities Agent State Law Examination
  2007-02-07

Designations

• Certified Financial Planner