Robin Yates (CRD# 3272514) is an Investment Advisor Representative working at Lpl Financial LLC in Saint Johns, FL and has over 3 years of experience in the finance industry.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2725491
Ameriprise Financial Services, LLC
CRD# 6942351
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | St. Johns, FL | Oct 2020 - Current | 3 |
| Unemployed | St. Johns, FL | Oct 2019 - Sep 2020 | < 1 |
| Unemployed | Enid, OK | Mar 2019 - Oct 2019 | < 1 |
| Sagepoint Financial, Inc. | Austin, TX | Oct 2016 - Mar 2019 | 2 |
| Unemployed | Austin, TX | Sep 2016 - Oct 2016 | < 1 |
| Ohio National Equities Inc. | Cincinnati, OH | Apr 2014 - Aug 2016 | 2 |
| Ohio National Financial Services | Cincinnati, OH | Mar 2014 - Aug 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2021 |
- FL
- TX
-
Total Assets Under Management463,475MILLIONS
-
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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