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Michael Robbins

LPL Financial LLC

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About Michael Robbins

Michael Robbins is a financial advisor with LPL Financial LLC. Michael has been in the industry since 2001 and is registered with FINRA and the state of South Carolina. Michael is a licensed Series 6, 7, 31, 53, 55, 87, 24, 4, and 66 advisor. Michael has previously worked for UVEST Financial Services Group, Inc., INVEST Financial Corporation, GunnAllen Financial, Inc, PRUCO Securities Corporation, and Franklin/Templeton Distributors, Inc. Michael is a highly experienced financial advisor who can help clients achieve their financial goals.

Firm Information

Michael Robbins is currently registered with LPL Financial LLC. LPL Financial LLC is a Limited Liability Company formed in 2010 and headquartered in Fort Mill, South Carolina. It provides advisory services including financial planning, pension consulting, and portfolio management for individuals and businesses. The firm manages over $463 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. LPL Financial is registered with the SEC and in all 50 states, as well as Puerto Rico and the Virgin Islands.
LPL Financial LLC

1055 LPL WAY

FORT MILL, SC 29715

$463.48B

Assets Under Management

168,915

Total Clients

21,775

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting and other non-discretionary advisory services

Consulting and other non-discretionary advisory services

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Robbins’s Registration & Firm History

FL

01/11/2017 - Present

LPL Financial LLC (TAMPA FL)

NC

04/27/2010 - 04/24/2012

UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)

FL

06/19/2006 - 03/19/2007

INVEST FINANCIAL CORPORATION (TAMPA FL)

FL

03/08/2004 - 06/19/2006

GUNNALLEN FINANCIAL, INC (TAMPA FL)

NJ

08/12/2003 - 11/12/2003

PRUCO SECURITIES CORPORATION (NEWARK NJ)

CA

06/18/1997 - 07/30/1999

FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)

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Licenses & Designations

BOTH

Issued 08/21/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/06/2004

Series 53 - Municipal Securities Principal Examination

BC

Issued 09/30/2004

Series 4 - Registered Options Principal Examination

BC

Issued 07/30/2004

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/28/2005

Series 3 - National Commodity Futures Examination

BC

Issued 11/24/2004

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 10/22/2004

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 10/15/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 08/11/2003

Series 7 - General Securities Representative Examination

BC

Issued 06/17/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Robbins.
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