Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Agatha? Claim Your ProfileAgatha Robinson is a financial advisor with LPL Financial LLC, based in Leawood, Kansas. Agatha has been in the financial industry since August 1998. Agatha has a wide range of experience and holds multiple licenses and designations, including Series 6, 7, 24, 26, 51, 63, 65, 99TO, and SIE. Agatha has previously worked with several firms, including Waddell & Reed, USAA Financial Advisors, Inc., Stanford Group Company, Next Financial Group, Inc., Woodmen Financial Services, Inc., Ogilvie Security Advisors Corporation, Donaldson, Lufkin & Jenrette Securities Corporation, Sunset Financial Services, Inc., and DST Securities, Inc. Agatha is currently registered with LPL Financial LLC in Kansas for both broker-dealer and investment advisor services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
KS
11/13/2023 - Present
LPL Financial LLC (LEAWOOD KS)
KS
08/27/2021 - 08/30/2022
LPL FINANCIAL LLC (OVERLAND PARK KS)
KS
03/21/2013 - 08/23/2021
WADDELL & REED (OVERLAND PARK KS)
TX
02/18/2011 - 03/07/2013
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
11/14/2007 - 04/01/2010
STANFORD GROUP COMPANY (HOUSTON TX)
TX
02/05/2007 - 11/08/2007
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
NE
06/04/2002 - 09/05/2006
WOODMEN FINANCIAL SERVICES, INC. (OMAHA NE)
IL
05/15/2001 - 07/20/2001
OGILVIE SECURITY ADVISORS CORPORATION (CHICAGO IL)
NJ
09/13/2000 - 05/21/2001
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
MO
08/01/1995 - 08/04/2000
SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)
MO
01/03/1995 - 07/13/1995
DST SECURITIES, INC. (KANSAS CITY MO)
IA
Issued 03/11/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/24/1999
Series 24 - General Securities Principal Examination
BC
Issued 09/14/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/27/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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