Robin Kagan (CRD# 6666529) is an Investment Advisor Representative working at Lpl Financial LLC in Belllingham, WA and has over 7 years of experience in the finance industry.
CRD# 1069257
Wells Fargo Advisors
CRD# 2375862
D.a. Davidson & Company
CRD# 2231612
Royal Fund Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Bellingham, WA | Oct 2020 - Current | 3 |
| Homesmart One Realty | Bellingham, WA | Apr 2018 - Current | 6 |
| Bankers Life Advisory Services, Inc. | Lynnwood, WA | Jan 2018 - Sep 2020 | 2 |
| Bankers Life Securities, Inc. | Lynnwood, WA | Jun 2016 - Sep 2020 | 4 |
| Bankers Life & Casualty Company | Lynnwood, WA | Sep 1998 - Sep 2020 | 22 |
| Worldventures Marketing , LLC | Plano, TX | Jul 2017 - Jan 2019 | 1 |
| Keller Williams Western Realty | Bellingham, WA | Sep 2013 - Jan 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2016 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2017 |
- WA
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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