Robyn Lipins, financial advisor Louisville NE
76 score

Robyn Lipins

CRD Number: 6307468
Current Firm: Edward Jones

Robyn Lipins (CRD# 6307468) is an Investment Advisor Representative working at Edward Jones in Louisville, NE and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Mar 2014 - Current 2
Nerium International Addison, TX Feb 2013 - Mar 2014 1
Unemployed Plattsmouth, NE Aug 2013 - Feb 2014 < 1
Uptrend Real Estate Lincoln, NE Feb 2004 - Aug 2013 9
H&h Kia Omaha, NE Aug 2011 - Nov 2012 1
Boresha International Walnut Creek, CA Apr 2009 - May 2011 2
Bkt Equestrain Center Inc. Lincoln, NE Apr 2004 - Mar 2010 5
Monavie International Jordan, UT Jul 2007 - Sep 2009 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Robyn A. Lipins
Phone Number: 314-515-2000
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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

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BADGES
76

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