UBS Financial Services
43yrs
Top advisor by experience in Sherman Oaks
7yrs
Based in Sherman Oaks, California, Robert Beamer is a fiduciary financial advisor with 7 years of industry experience. Robert has been with LPL Enterprise since 2025; before that, Robert spent four years at Thrivent Investment Management. LPL Enterprise offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 180 advisors with offices in Sherman Oaks, and one of 155 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office15303 Ventura Boulevard Suite 1550, Sherman Oaks, CA 91403
FirmLPL Enterprise
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$239,757
Advisors at the firm3,111
States licensed ?1 state
Services through LPL Enterprise
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
- Feb 2025 – nowLPL Enterprise, LLCCurrent firm
- 2019 – 2023Thrivent Investment Management Inc.Previously
Contact Robert
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Robert. 15303 Ventura Boulevard Suite 1550Sherman Oaks, CA 91403Office · Get directions Firm websitewww.lpl.com/lpl-enterprise.html
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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 Enterprise at (704) 733-3300 and ask for Robert Beamer. Robert works from the Sherman Oaks, CA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2019, about 7 years. 7 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 Enterprise 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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