LPL Financial
39yrs
Top advisor by experience in Marion
32yrs
Robert Eustice
Financial advisor at LPL Enterprise
At a glance
Experience32 years (since 1995)
How that compares ?Top 11% by experience at LPL Enterprise
OfficeMarion, IA
FirmLPL Enterprise
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through LPL Enterprise
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Career
- Nov 2024 – nowLPL Enterprise, LLCCurrent firm
- Feb 2024 – Nov 2024Pruco Securities, Llc.Previously
- 2018 – 2024Edward JonesPreviously
Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Robert
How do I contact Robert?
Call LPL Enterprise at 704-733-3300 and ask for Robert Eustice. Robert works from the Marion, IA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1995, about 32 years. Top 11% by experience at LPL Enterprise.
What licenses does Robert hold?
Series 63. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Robert paid?
LPL Enterprise reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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