Unclaimed
John Charles Robins is a financial advisor registered with LPL Financial LLC and has been in the industry since 1985. John has a combined 37 years of experience in the financial services industry. John is licensed to provide financial advice in California, Arizona, Florida, Georgia, Hawaii, Illinois, Nebraska, Oregon, and Texas. John is licensed to offer investment advice in California and Texas.
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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2
CA
07/21/2021 - Present
LPL Financial LLC (SAN BERNARDINO CA)
CA
02/14/2020 - 07/21/2021
WADDELL & REED (SAN BERNARDINO CA)
CA
01/23/2008 - 02/28/2020
LPL FINANCIAL LLC (SAN BERNARDINO CA)
CA
02/03/2006 - 01/23/2008
ARROWHEAD INVESTMENT CENTER, LLC (REDLANDS CA)
CA
01/18/2005 - 06/22/2006
IFMG SECURITIES, INC. (REDLANDS CA)
CA
07/21/1997 - 01/28/2005
ARROWHEAD INVESTMENT CENTER, LLC (SAN BERNARDINO CA)
FL
07/12/1996 - 08/09/1997
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
CA
10/20/1994 - 06/28/1996
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
NJ
08/01/1985 - 10/18/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 08/19/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/1996
Series 7 - General Securities Representative Examination
BC
Issued 07/31/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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