Robert Ruelle is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Mount Pleasant, SC, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
111 Coleman Blvd, Suite 402, Mount Pleasant, SC, 29464
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Robert is a director on the national board of directors for the National Association of Estate Planning Councils, a non-profit organization. He dedicates minimal time to this role, attending conferences, board meetings, and participating in committee calls.
Employment History
Current Registrations
LPL Financial LLCBroker
Apollon Financial, LLC
Previous Registrations
Apollon Wealth Management, LLC
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Private Advisor Group, LLC
LPL Financial LLCBroker
Northwestern Mutual Investment Services, LLCBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations52 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.