Bagby Wealth Management
43yrs
Top advisor by experience in Dexter
12yrs
Robert Monroe has worked in the financial industry for 12 years and is a fiduciary financial advisor based in Dexter, Missouri. Robert has been with LPL Financial since 2025; before that, Robert spent 11 years at Edward Jones. Robert holds the CFP® designation.
One of 9 advisors with offices in Dexter, and one of 8 fiduciaries.
At a glance
Experience12 years (since 2015)
How that compares ?More experience than 56% of advisors in Dexter
Office1420 West Business 60 Highway, Dexter, MO 63841
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Aug 2025 – nowLPL Financial LLCCurrent firm
- 2015 – 2025Edward JonesPreviously
Contact Robert
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Robert. 1420 West Business 60 HighwayDexter, MO 63841Office · Get directions Facebook pageLPL Financial
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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 Monroe. Robert works from the Dexter, MO office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2015, about 12 years. More experience than 56% of advisors in Dexter.
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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