Transamerica Financial Advisors
45yrs
Top advisor by experience in Orange
17yrs
Based in Orange, California, Robert Cano is a fiduciary financial advisor with 17 years of industry experience. Robert joined LPL Financial in 2013, after a year at Concert Advisors and two years at UBS Financial Services. 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 183 advisors with offices in Orange, and one of 167 fiduciaries.
At a glance
Experience17 years (since 2009)
How that compares ?More experience than 54% of advisors nationwide
Office1100 Town And Country Rd #1250 Suite 1250, Orange, CA 92868
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
- 2013 – nowLPL Financial LLCCurrent firm
- Sep 2012 – Jul 2013Concert AdvisorsPreviously
- Dec 2010 – Sep 2012UBS Financial Services Inc.Previously
- Oct 2010 – Dec 2010Chase Investment Services Corp.Previously
- Nov 2009 – Oct 2010Morgan StanleyPreviously
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 Cano. Robert works from the Orange, CA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2009, about 17 years. More experience than 54% 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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