LPL Financial
35yrs
Top advisor by experience in Pine City
20yrs
Based in Pine City, Minnesota, Robert Root is a fiduciary financial advisor with 20 years of industry experience. Robert joined LPL Financial in 2017, after a year at Investment Centers of America and three years at Securities America Advisors. 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 7 advisors with offices in Pine City, and one of 7 fiduciaries.
At a glance
Experience20 years (since 2007)
How that compares ?More experience than 71% of advisors in Pine City
Office560 3rd Ave SE, Pine City, MN 55063
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2017 – nowLPL Financial LLCCurrent firm
- Apr 2017 – Dec 2017Investment Centers of America, Inc.Previously
- 2013 – 2017Securities America Advisors, Inc.Previously
- Feb 2012 – Dec 2012Securities America Advisors, Inc.Previously
- 2007 – 2012Investment Centers of America, Inc.Previously
Contact Robert
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Robert. 560 3rd Ave SEPine City, MN 55063Office · Get directions Facebook pageLPL Financial
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
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
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 Root. Robert works from the Pine City, MN office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2007, about 20 years. More experience than 71% of advisors in Pine City.
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.
Other advisors nearby
LPL Financial
19yrs
More experience than 58% of advisors in Minnesota
Ameriprise Financial Services
18yrs
More experience than 56% of advisors in Minnesota
U.S. Bancorp Advisors
16yrs
More experience than 51% of advisors in Minnesota
Edward Jones
7yrs
7 years in the industry
LPL Financial
5yrs
5 years in the industry