Robert Bradford Entwistle

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

• 11/2013 → 07/2025
  Lpl Financial Llc
  Boston, MA
• 07/2026 → Present
  Lpl Financial
  Somerset, MA
• 07/2025 → Present
  Rockland Trust
  Somerset, MA

Previous Registrations

• 2013-11-25 → 2025-07-28
  Lpl Financial Llc
  Stamford, CT
  Boston, MA
  New Haven, CT
• 2013-09-03 → 2013-11-29
  Cantella & Co., Inc.
  Reading, MA
  Reading, MA
  Malden, MA
• 2010-09-23 → 2011-12-31
  J.P. Morgan Securities Llc
  Boston, MA
• 2007-03-05 → 2010-09-14
  Sentinel Pension Advisors, Llc.
  Wakefield, MA

Other Businesses

1. “Investment products and services are offered through LPL Financial LLC using the DBA/trade name RT Investment Services - Inv Rel - At Reported Business Location (s) - 07/2026”

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-10-17
• S63 Uniform Securities Agent State Law Examination
  1998-01-27

Other Names

• Robert Bradford Entwistle
• Robert Bradford Entwistle