Beacon Pointe Advisors
47yrs
Top advisor by experience in Newport Beach
30yrs
Robert Lingle
Financial advisor at Merus Advisors
Robert Lingle has worked in the financial industry for 30 years and is a fiduciary financial advisor based in Newport Beach, California. Robert has been with Merus Advisors since 2025. Merus Advisors offers investment management and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 1843 advisors with offices in Newport Beach, and one of 1660 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top advisor by experience at Merus Advisors
Office4695 Macarthur Court 11th Floor, Newport Beach, CA 92660
FirmMerus Advisors
How the firm is paid ?Percent of assets, Flat fee
Advisors at the firm5
States licensed ?1 state
Services through Merus Advisors
Investment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jan 2025 – nowMerus Advisors, LLCCurrent firm
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?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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 Merus Advisors at 805-965-0509 and ask for Robert Lingle. Robert works from the Newport Beach, CA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1996, about 30 years. Top advisor by experience at Merus Advisors.
What licenses does Robert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Merus Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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