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Carolyn Marie Robinson

Lincoln Financial Distributors, Inc.

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About Carolyn Marie Robinson

Carolyn Marie Robinson is a financial professional with over 20 years of experience in the industry. Carolyn has held various roles in financial services, including positions at Lincoln Financial Advisors Corporation, MML Investors Services, LLC, and Centaurus Financial, Inc. Carolyn is currently registered with Lincoln Financial Distributors, Inc. and holds Series 6, 63, and 65 licenses as well as the SIE. Carolyn is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Carolyn Robinson is currently registered with Lincoln Financial Distributors, Inc.. Lincoln Financial Distributors, Inc. is a Corporation formed in August 1967. It is registered with the SEC and in all 50 states, as well as Puerto Rico. The firm has disclosed three regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

984

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Carolyn Robinson’s Registration & Firm History

IN

05/01/2024 - Present

Lincoln Financial Distributors, Inc. (FORT WAYNE IN)

VA

08/08/2017 - 05/01/2024

LINCOLN FINANCIAL ADVISORS CORPORATION (Richmond VA)

VA

03/25/2017 - 07/10/2017

MML INVESTORS SERVICES, LLC (RICHMOND VA)

VA

03/26/2015 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (RICHMOND VA)

VA

02/09/2009 - 01/20/2015

METLIFE SECURITIES INC. (RICHMOND VA)

VA

07/10/2003 - 01/30/2009

CENTAURUS FINANCIAL, INC. (GLEN ALLEN VA)

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Licenses & Designations

BC

Issued 05/06/2003

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 10/02/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/08/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Carolyn Marie Robinson. Review regulatory record here.
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