Robert Allan Villanova

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

Authority	Category	Status	Date
TX	RA	APPROVED	2005-01-03
NJ	RA	APPROVED	2002-05-21

TX RA
APPROVED

Since 2005-01-03
NJ RA
APPROVED

Since 2002-05-21

Branch Locations

293 Eisenhower Pkwy Ste 345, Livingston, NJ 07039 • United States

Florham Park, NJ • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Diversified Financial Planners	Livingston	NJ	06/1968	Present
Lpl Financial Llc	Livingston	NJ	12/1989	Present

06/1968 → Present

Diversified Financial Planners

Livingston, NJ
12/1989 → Present

Lpl Financial Llc

Livingston, NJ

Other Businesses

(1) 11/29/2006: sea shore mobile home park - Real Estate Rental - Investment Related - At Reported Business Location(s) - 1% Time Spent - Mobile home park 27 sites (2) 08/28/2007: Eclectic Investment Strategies LLC - Non-Variable Insurance DBA - DBA: Eclectic Investment Strategies LLC - Investment Related - At Reported Business Location(s) - 85% Time Spent - Investment financial services through LPL and insurance and annuities outside LPL. I am the sole proprietor of a single member LLC. My duties will include sales and service of investment and insurance plans. Insurance Types: Life, Health, Disability, LTC, Fixed Annuities, Property & Casualties (3) 11/19/2010: Villanova Enterprises LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - At Reported Business Location(s) - 10% Time Spent - I am the President of Villanova Enterprises LLC. This company purchases mobile and modular homes for retail in Seashore Mobile Home Park. (4) 09/29/2016: Seashore Mobile Home Park LLC - Real Estate Rental - Investment Related - 30 Redwood Avenue, Pleasantville, NJ - Start 01/01/2004 - 4 Hr/Mo; 0 Hour(s) During Securities Trading - 27 rental units, mobile home park land leased community, no tenants are customers of LPL or or advisors and no tenants are advisors at another BD. (5) 3/4/2020 - Diversified Financial Planners - Investment Related - At Reported Business Location(s) - Non-Variable Insurance Trails Only - Started 01/01/1969 - 1 Hour Per Month/0 Hours During Securities Trading.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1993-06-01

S63 Uniform Securities Agent State Law Examination

1993-06-01

Designations

Certified Financial Planner

Other Names

Robert Allan Villanova

View on SEC IAPD