Trust Advisory Group
35yrs
Top advisor by experience in Holliston
23yrs
Based in Holliston, Massachusetts, Robert Host is a fiduciary financial advisor with 23 years of industry experience. Robert has been with LPL Financial since 2021; before that, Robert spent 15 years at Waddell & Reed. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 14 advisors with offices in Holliston, and one of 12 fiduciaries.
At a glance
Experience23 years (since 2003)
How that compares ?More experience than 68% of advisors nationwide
OfficeHolliston, MA
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 ?1 state
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowLPL Financial LLCCurrent firm
- 2006 – 2021Waddell & ReedPreviously
Questions to ask Robert
Tailored to Robert’s registration and firm.
- 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
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About Robert
How do I contact Robert?
Call LPL Financial at 704-733-3300 and ask for Robert Host. Robert works from the Holliston, MA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2003, about 23 years. More experience than 68% of advisors nationwide.
What licenses does Robert hold?
Series 66. 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 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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