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Advisors / Missouri / Chesterfield
9yrs

Robert Clark

Financial advisor at LPL Financial

Robert Clark has worked in the financial industry for 9 years and is a fiduciary financial advisor based in Chesterfield, Missouri. Robert has been with LPL Financial since 2021; before that, Robert spent three years at Financial Legacy Associates and four years at Osaic Wealth. Robert holds the CFP® designation.

One of 600 advisors with offices in Chesterfield, and one of 570 fiduciaries.

Chesterfield, MO 63017CFP®Fiduciary advisor
Call LPL FinancialDirections

At a glance

Experience9 years (since 2017)
How that compares ?9 years in the industry
Office16401 Swingley Ridge Road Suite 225, Chesterfield, MO 63017
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

  1. 2021 – now
    LPL Financial LLCCurrent firm
  2. 2018 – 2021
    Financial Legacy AssociatesPreviously
  3. 2017 – 2021

Questions to ask Robert

Tailored to Robert’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. 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 Clark. Robert works from the Chesterfield, MO office.

How long has Robert been a financial advisor?

Robert has been in the industry since 2017, about 9 years. 9 years in the industry.

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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