J.p. Morgan Securities
47yrs
Top advisor by experience at J.p. Morgan Securities
36yrs
Robert John Eldred
Financial advisor at LPL Financial
Based in San Francisco, California, Robert John Eldred is a fiduciary financial advisor with 36 years of industry experience. Robert has been with LPL Financial since 2005; before that, Robert spent eight years at Ameriprise Financial Services. Robert holds the CFP® designation.
One of 3220 advisors with offices in San Francisco, and one of 2949 fiduciaries.
At a glance
Experience36 years (since 1991)
How that compares ?Top 7% by experience in San Francisco
Office57 Post Street, Suite 713, San Francisco, CA 94104
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?2 states
Services through LPL Financial
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
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2005 – nowLPL Financial LLCCurrent firm
- 1997 – 2005Ameriprise Financial Services, LLCPreviously
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 Financial at 704-733-3300 and ask for Robert John Eldred. Robert works from the San Francisco, CA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1991, about 36 years. Top 7% by experience in San Francisco.
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?
LPL Financial 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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