Robert Eddy

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 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

• 08/1982 → 11/2024
  Pruco Securities, Llc.
  Lafayette, LA
• 08/1982 → Present
  Prudential Insurance Company Of America
  Lafayette, LA
• 11/2024 → Present
  Lpl Enterprise, Llc
  Shreveport, LA

Previous Registrations

• 2006-09-14 → 2024-11-14
  Pruco Securities, Llc.
  Lafayette, LA
  Lafayette, LA
  Shreveport, LA

Other Businesses

1) 12/06/2024 - Pinnacle Group Insurance & Financial Services - Assistant to Robert Eddy Jr. - DBA for LPL Business (entity for LPL business) - Inv Related - At Lafayette, LA - Start Date 05/29/2023 - 160hrs/mth - 130hrs/mth During Trading 2) 11/14/2024 - Diece Fino - Own interest in LLC that owns non rental condo in Florida - Business Entity for Tax/Investment Purposes Only - Inv Related - At Denham Springs, LA - Start Date 11/17/2010 - 0hrs/mth - 0hrs/mth During Trading 3) 12/03/2024 - Pinnacle Group, Insurance and Financial Services - Financial Advisor providing financial planning, investment and insurance services - DBA for LPL Business (entity for LPL business) - Inv Related - At Lafayette, LA - Start Date 11/18/2024 - 160hrs/mth - 160hrs/mth During Trading 4) 12/03/2024 - Pinnacle Group, Insurance and Financial Services - DBA for non-variable insurance business - Non-Variable Insurance - Inv Related - At Lafayette, LA - Start Date 01/03/1995 - 2hrs/mth - 2hrs/mth During Trading 5) 07/08/2025-Prudential Sponsored Non-Variable Insurance-Non-Variable Insurance/Insurance Agency-Inv related-At reported business location(s)

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-06-15
• S63 Uniform Securities Agent State Law Examination
  1987-11-30

Designations

• Chartered Financial Consultant

Other Names

• Rob Eddy