Robert LeibrichCRD Number: 1558230
Current Firm: Lpl Financial LLC
Robert Leibrich (CRD# 1558230) is an Investment Advisor Representative working at Lpl Financial LLC in Sheridan, WY and has over 33 years of experience in the finance industry. Robert Leibrich has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Cetera Advisor Networks LLC
D.a. Davidson & Company
U.s. Bancorp Investments, Inc.
|Lpl Financial, LLC||Sheridan, WY||Nov 2016 - Current||6|
|First Interstate Bank||Sheridan, WY||Oct 1997 - Current||25|
|Cetera Investment Advisers LLC||Sheridan, WY||Jan 2014 - Nov 2016||2|
|Cetera Investment Services||St. Cloud, MN||Dec 2006 - Nov 2016||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1989|
Total Assets Under Management368,019MILLIONS
Total Number of Accounts1,688,501ACCOUNTS
Average Account Value$217,956
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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