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Roberta Lyn Loubier

BRANDES INVESTMENT PARTNERS, LP·LA JOLLA, California
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4275 EXECUTIVE SQUARE, 5TH FLOOR, LA JOLLA, CA 92037CRD# 5861363Firm CRD# 105404
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About

Roberta Lyn Loubier is a registered financial advisor based in LA JOLLA, California, affiliated with BRANDES INVESTMENT PARTNERS, LP. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
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Firm Overview

Firm
BRANDES INVESTMENT PARTNERS, LP
BRANDES INVESTMENT PARTNERS, LP
AUM
$22.2B
Regulatory assets under management
Employees
141
Total firm employees
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
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Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5861363
Firm CRD# 105404
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Roberta Lyn Loubier offer?
Roberta Lyn Loubier specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in LA JOLLA, California for a consultation.
What are Roberta Lyn Loubier's credentials?
Roberta Lyn Loubier is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Roberta Lyn Loubier located?
Roberta Lyn Loubier is based in LA JOLLA, California, working with BRANDES INVESTMENT PARTNERS, LP. Their office serves clients in the LA JOLLA metropolitan area and surrounding communities.
How does Roberta Lyn Loubier charge for services?
Roberta Lyn Loubier's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BRANDES INVESTMENT PARTNERS, LP?
BRANDES INVESTMENT PARTNERS, LP has approximately 141 employees and manages $22.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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