Leigh RobertsonCRD Number: 6162246
Current Firm: Lpl Financial LLC
Leigh Robertson (CRD# 6162246) is an Investment Advisor Representative working at Lpl Financial LLC in Alpena, MI and has over 4 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Heber Fuger Wendin Inc.
Woodbury Financial Services, Inc.
|Lpl Financial LLC||Alpena, MI||Dec 2020 - Current||1|
|Avantax Advisory Services||Alpena, MI||Oct 2019 - Dec 2020||1|
|Avantax Investment Services, Inc.||Alpena, MI||Oct 2019 - Dec 2020||1|
|Straley Lamp & Kraenzlein||Alpena, MI||Dec 2012 - Dec 2020||8|
|1st Global Capital Corp.||Alpena, MI||Apr 2017 - Oct 2019||2|
|1st Global Advisors, Inc.||Alpena, MI||Apr 2017 - Oct 2019||2|
|Northeast Michigan Community Service Agency||Alpena, MI||Sep 2011 - Oct 2012||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2017|
Total Assets Under Management268,834MILLIONS
Total Number of Accounts1,055,189ACCOUNTS
Average Account Value$254,773
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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