Earl Robinson, financial advisor Thousand Oaks CA

Earl Robinson

CRD Number: 1140485
Current Firm: Lpl Financial LLC

Earl Robinson (CRD# 1140485) is an Investment Advisor Representative working at Lpl Financial LLC in Thousand Oaks, CA and has over 36 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Thousand Oaks, CA Jun 2020 - Current 3
Sun Life Of Canada Woodland Hills, CA Jan 1987 - Current 37
Lincoln Investment Woodland Hills, CA Jun 2012 - Jun 2020 8
Capital Analysts, Incorporated Woodland Hills, CA Jul 1997 - Jun 2020 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1987
S66 NASAA Uniform Combined State Law Examination Aug 2000
Contact Info for Earl C. Robinson
Phone Number: 704-733-3300
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
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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