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Robert Joseph Brewer

Advisor at LPL Financial — Waldorf, MD Industrial Park Dr

Updated today

Credentials

Series 63, Series 65

Experience

32 years

Location

Waldorf, MD 20602

LPL Financial logo

LPL Financial

Institution

Total advisors

22,716

Across 10,432 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Robert Brewer is a financial advisor at LPL Financial with 32 years of industry experience. He previously worked at H. Beck, Inc. for 25 years and was affiliated with Grove Point Investments, LLC and Grove Point Advisors, LLC for four years. Brewer is a CPA and serves as a board member of the Bryans Road Soccer Association, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

College savings (529s, UTMA, etc.)

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Fee options

Fixed

Flat fees negotiated between IAR and client for financial planning and consulting services.

Commissions

Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.

Project-based

Hourly fees up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.

Location

See office

Waldorf, MD Industrial Park Dr

70 Industrial Park Dr Ste 1 C, Suite 1 C

Waldorf MD 20602

Advisors at this office

1

Most active in

Maryland

Work history

32 years of industry experience

LPL Financial

2025 - Present • 1 year

Waldorf, MD

Grove Point Investments, LLC

2021 - 2025 • 4 years

Rockville, MD

Grove Point Advisors, LLC

2021 - 2025 • 4 years

Rockville, MD

H. Beck, Inc.

1996 - 2021 • 25 years

Bryans Road, MD

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Antonio B

Series 63, Series 65

Mechanicsville, MD

Avadim: Financial, Limited Liability Company

Antonio Batiste is a financial advisor at Avadim: Financial, Limited Liability Company with Series 63 and Series 65 credentials and over one year of experience in the financial services industry. His prior roles include positions at Northwestern Mutual Investment Management and JD Power via Kforce Staffing. Outside of his advisory work, he is involved with A Healthy Peace of Mind LLC, a business he has been associated with since 2024. Avadim: Financial provides financial planning and investment advisory services to individuals, families, and small-to-medium sized businesses, using a three-phase planning process combined with risk assessment to guide investment recommendations. The firm offers both non-discretionary advice and discretionary portfolio management only after clients complete its planning intake and serves working-class clients with a variety of payment options.

General retirement planning Wealth management Life insurance needs analysis Disability insurance Business Financial Management Founder/Business Owner Financial Professional Consultant African Americans/Black Financial coaching / therapy
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Timothy W

CFP®, Series 66

Alexandria, VA

Wesling Financial Planning Services Corp.

Timothy Wesling is a Certified Financial Planner® with 23 years of industry experience. He operates Wesling Financial Planning Services Corp., an independent firm based in Alexandria, VA. Wesling has been with Morgan Stanley DW Inc. since 2003. Wesling Financial Planning Services Corp. serves individual and high-net-worth clients with portfolio management, comprehensive financial planning, 401(k) and qualified-plan advisory services, as well as divorce-planning advice and tax preparation. The firm integrates investment advisory work with in-house tax and certified divorce-financial analysis services and manages client assets internally while providing discretionary trading authority and regular account reviews.

Divorce financial planning College savings (529s, UTMA, etc.)
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Christine P

CFP®, Series 66

La Plata, MD

Parker Financial, LLC

Christine Parker is a CFP® professional and the sole advisor at Parker Financial, LLC, an independent firm she has led since 2007, with a total of 19 years in the industry. She holds the Series 66 designation and is based in La Plata, MD. Parker Financial, LLC provides investment advisory and consulting services to individuals, trusts, estates, one-owner small businesses, charitable organizations, and select institutional clients. The firm employs a long-term, tax-efficient investment approach grounded in Modern Portfolio Theory and integrates environmental, social, and governance (ESG) considerations, primarily using low-cost passive ETFs, equities, and investment-grade fixed income.

ESG / Sustainable investing Wealth management Founder/Business Owner Women Professionals Mid-Career Professionals
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Andrea B

CFP®, Series 63, Series 65

Fort Washington, MD

Wise Financial Counsel, LLC

Andrea Brashears Sampson is a CFP® professional with 12 years of experience in financial planning. She is the principal of Wise Financial Counsel, LLC and has previously worked at West Financial Services, Inc., Wealthcare Financial Group, Inc., and Omega Wealth Management. Outside of financial advising, she serves as president of GIGS Music Productions, LLC, which promotes songwriting and music distribution, and WE R WISE, Inc., a nonprofit focused on networking and professional development. Wise Financial Counsel, LLC provides fee-only financial planning, counseling, and strategic business planning services to individuals, families, small-business owners, and corporations. The firm emphasizes written financial plans and ongoing counseling rather than asset management or specific securities recommendations, and it offers public seminars and workshops as part of its client services.

Cash flow / budgeting Debt management Life insurance needs analysis General estate planning guidance General tax planning Founder/Business Owner

Dedrick C

CFP®, ChFC®

Fort Belvoir, VA

Penny Earned Financial

I’m Dedrick Curtis, founder and lead planner at Penny Earned Financial. After dedicating 20 years to helping others improve their lives, I founded Penny Earned to provide honest, transparent financial guidance that truly puts people first. Too often, I saw traditional financial advising prioritize sales over solutions, and I knew there had to be a better way. As a Veteran and Military Spouse, I have a deep understanding of the unique financial challenges faced by those who serve. That’s why I specialize in working with service members, veterans, and anyone striving for a brighter financial future. As a CERTIFIED FINANCIAL PLANNER® professional, I’m committed to upholding the fiduciary standard, always acting in your best interests. My mission is to help you confidently navigate life’s financial decisions with clarity and purpose.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Social Security optimization Military & Veterans Doctor or Medical Professional LGBTQIA Gen Y/Millennials (Born 1980-1995)
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Michael B

National Harbor, MD

First Perspective Capital LLC

Michael Bryant is a financial advisor at First Perspective Capital LLC with one year of industry experience. He has worked at Digital Realty, Inc. since 2014, where he currently oversees datacenter operations for a publicly traded real estate investment trust. First Perspective Capital LLC provides discretionary portfolio management, financial planning, and pension and employee benefit plan consulting to individuals, high-net-worth clients, and corporate entities. The firm employs multiple methods of analysis and generally implements long-term trading strategies under discretionary authority, offering pension consulting services that include manager selection, monitoring, and written plan documentation.

Wealth management Passive / index investing Active portfolio management College savings (529s, UTMA, etc.)
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