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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Earl? Claim Your ProfileEarl Carl Robinson is a financial advisor with over 39 years of experience in the industry. Earl has a broad range of experience, having worked with several firms including Penn Mutual Equity Services, Inc., Pruco Securities Corporation, Sun Investment Services Company, Capital Analysts, Incorporated, and Lincoln Investment. Earl is currently registered with LPL Financial LLC and holds a Series 6, Series 7, Series 63, and Series 66 license. Earl has a strong track record of providing personalized financial advice to individuals, families, and businesses. Earl specializes in a wide variety of financial planning services including investment management, retirement planning, and insurance planning. Earl is committed to providing his clients with the highest level of service and expertise.
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
CA
05/29/2023 - Present
LPL Financial LLC (THOUSAND OAKS CA)
CA
06/01/2012 - 07/24/2020
LINCOLN INVESTMENT (WOODLAND HILLS CA)
CA
08/12/1997 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (WOODLAND HILLS CA)
MA
03/03/1987 - 08/13/1997
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
NA
06/20/1984 - 03/13/1987
PENN MUTUAL EQUITY SERVICES, INC.
NA
08/03/1983 - 07/31/1984
PRUCO SECURITIES CORPORATION
BOTH
Issued 08/29/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/22/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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