David RobinsonCRD Number: 6324877
Current Firm: Lpl Financial LLC
David Robinson (CRD# 6324877) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 5 years of experience in the finance industry.
Paradigm Shift Financial, LLC
Madison Avenue Securities, LLC
Lpl Financial LLC
|Lpl Financial LLC||Findlay, OH||Jul 2021 - Current||< 1|
|Premier Bank||Findlay, OH||Jun 2021 - Current||< 1|
|Cetera Investment Services LLC||St.cloud, MN||Dec 2017 - Jun 2021||3|
|Cetera Investment Advisers LLC||Findlay, OH||Dec 2017 - Jun 2021||3|
|The State Bank & Trust||Findlay, OH||Dec 2017 - Jun 2021||3|
|Eagle Strategies LLC||Findlay, OH||Aug 2016 - Nov 2017||1|
|Nylife Securities LLC||Maumee, OH||Jan 2016 - Nov 2017||1|
|Moyer Financial Services||Findlay, OH||Sep 2017 - Oct 2017||< 1|
|Moyer Financial Services||Findlay, OH||Jan 2014 - Oct 2017||3|
|Plumbline Solutions||Findlay, OH||Jan 2014 - Jan 2014||< 1|
|Unemployed||Findlay, OH||Oct 2013 - Jan 2014||< 1|
|Apple, Inc.||Columbus, OH||Jan 2013 - Oct 2013||< 1|
|Apple Inc.||Raleigh, NC||Jul 2011 - Jan 2013||1|
|Kraft Family Ymca||Apex, NC||Mar 2010 - Apr 2012||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2016|
Total Assets Under Management268,834MILLIONS
Total Number of Accounts1,055,189ACCOUNTS
Average Account Value$254,773
- 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
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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