Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Michael Robinson is a financial advisor at LPL Financial LLC, with over 26 years of experience in the industry. David is registered with the state of California as a Registered Representative and Investment Advisor Representative. David is also a Certified Financial Planner and has passed the General Securities Principal Examination (Series 24) and the General Securities Representative Examination (Series 7).
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.
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CA
11/30/2010 - Present
LPL Financial LLC (SAN JUAN CAPISTRANO CA)
CA
02/26/2009 - 11/30/2010
NRP FINANCIAL, INC. (SAN JUAN CAPISTRANO CA)
CA
12/09/1997 - 02/27/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAGUNA HILLS CA)
BOTH
Issued 01/14/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/03/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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