Chad RobinsonCRD Number: 5371912
Current Firm: Lpl Financial LLC
Chad Robinson (CRD# 5371912) is an Investment Advisor Representative working at Lpl Financial LLC in Frisco, CO and has over 8 years of experience in the finance industry.
Zidel Financial Inc.
National Planning Corporation ("npc Of America" In Fl & Ny)
Rightpath Investments & Financial Planning, Inc.
|Summit County Wealth Management||Frisco, CO||Jun 2015 - Current||2|
|Lpl Financial LLC||Frisco, CO||Jun 2007 - Current||10|
|Christy Sports||Lakewood, CO||Sep 1998 - Jun 2007||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2008|
Total Assets Under Management112,086MILLIONS
Total Number of Accounts531,091ACCOUNTS
Average Account Value$211,049
- 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