Leigh Robertson, financial advisor Alpena MI

Leigh Robertson

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Leigh A. Robertson
Phone Number: 704-733-3300
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    268,834
    MILLIONS
  • Total Number of Accounts
    1,055,189
    ACCOUNTS
  • Average Account Value
    $254,773
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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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