Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Todd Robinson is an investment advisor representative, registered with LPL Financial LLC in Raleigh, NC. Richard has been in the securities industry since 2001. Richard is licensed in 10 states including Florida, Georgia, Idaho, Illinois, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee and more. Richard has held previous positions with Ameriprise Financial Services, LLC, ONTRADE INC., NEXTRADE, NAVILLUS SECURITIES, INC., GLOBALVEST SECURITIES, (USA), INC, NEXTRADE, AMERICAN EXPRESS FINANCIAL ADVISORS INC. and IDS LIFE INSURANCE COMPANY.
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
NC
05/31/2023 - Present
LPL Financial LLC (RALEIGH NC)
NC
08/10/2010 - 05/31/2023
AMERIPRISE FINANCIAL SERVICES, LLC (RALEIGH NC)
NY
01/02/2003 - 01/26/2004
ONTRADE INC. (NEW YORK NY)
FL
01/29/2002 - 01/16/2003
NEXTRADE (CLEARWATER FL)
PA
11/26/2001 - 01/29/2002
NAVILLUS SECURITIES, INC. (WEST CONSHOHOCKEN PA)
FL
04/24/2001 - 11/26/2001
GLOBALVEST SECURITIES, (USA), INC (CLEARWATER FL)
FL
02/21/2001 - 04/30/2001
NEXTRADE (CLEARWATER FL)
MN
12/14/2000 - 02/16/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/14/2000 - 02/16/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/01/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/09/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2010
Series 7 - General Securities Representative Examination
BC
Issued 03/28/2001
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
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