Unclaimed
Michael Hall Robinson is a financial advisor with over 17 years of experience in the financial services industry. Michael is currently registered with LPL Financial LLC and has been with the firm since April 2007. Michael holds Series 7, Series 63 and Series 65 licenses and is a Certified Financial Planner. Michael has previously worked at PFIC Securities Corporation and First Tennessee Brokerage, Inc. Michael is registered in 22 states and specializes in financial planning, investment management, and pension consulting.
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
TN
09/13/2013 - Present
LPL Financial LLC (BELLS TN)
TN
09/29/2006 - 04/02/2007
PFIC SECURITIES CORPORATION (MEMPHIS TN)
MS
04/28/2005 - 09/27/2006
FIRST TENNESSEE BROKERAGE, INC. (SOUTHAVEN MS)
IA
Issued 06/25/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Robinson is the right advisor for you? Invested Better is here to help.