Robert Siegler
Advisor at LPL Financial — Paramus, NJ From Rd, 3rd
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
18 years
Location
Paramus, NJ 07652
LPL Financial
Institution
Robert Siegler is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Lakeland Financial Services, Raymond James Financial Services, and J.P. Morgan Securities. Siegler is based in Paramus, NJ. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from various sources to support discretionary and non-discretionary management.
Based on LPL Financial
Flat fees negotiated between IAR and client for financial planning and consulting services.
Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.
Hourly fees up to $500 per hour for financial planning and consulting services.
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.
Paramus, NJ From Rd, 3rd
461 From Rd, 3rd Fl, Ste 386
Paramus NJ 07652
Advisors at this office
38
New Jersey · Texas
18 years of industry experience
LPL Financial, llc
2020 - Present • 6 years
Paramus, NJ
Lakeland Financial Services
2019 - 2020 • 1 year
Butler, NJ
LFSA Inc. - Lakeland Financial Services Agency
2018 - 2020 • 2 years
Butler, NJ
LFSA Inc. - Lakeland Financial Services Agency
2018 - 2020 • 2 years
Butler, NJ
Raymond James Financial Services Advisors INC.
2016 - 2020 • 4 years
Butler, NJ
Raymond James Financial Services, inc.
2016 - 2020 • 4 years
Butler, NJ
Lakeland Bank
2016 - 2020 • 4 years
Butler, NJ
J.P. Morgan Securities
2010 - 2016 • 6 years
Monsey, NY
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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