Robert Edwin Hapanowicz

LPL Financial LLC

38 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning

LPL Financial LLC

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

26657 advisors

Number of Clients

1,676,192 clients

Average Client Portfolio

$369K average

Assets Under Management

$618.9B

Fee Structure

Minimum Investment:$1K

Location

Foster Plaza 6, 681 Andersen Drive, Suite 100, Pittsburgh, PA, 15220

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History

Regulatory History (1)

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Customer Dispute

November 2002

Denied

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Other Business ActivitiesSells Insurance

Robert is involved with Hapanowicz & Associates Financial Services, Inc. and The LRM Group, selling non-variable insurance, dedicating minimal time and a few hours per week respectively. He also provides investment advisory services through Hapanowicz & Associates Financial Services, Inc. and HAPANOWICZ & ASSOCIATES WEALTH MANAGEMENT, and is the owner/supervisor of Hapanowicz Financial Tax Services, LLC, spending full-time hours on the advisory services and about half his time on the tax service.