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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Wells is a financial advisor at LPL Financial LLC in Concord, NH. Robin has been a registered representative for over 20 years, and has a strong track record of providing investment advice to individuals, families, and businesses. Robin is also a Certified Public Accountant (CPA) and has extensive experience in tax planning and wealth management. Prior to joining LPL, Robin was with MML Investors Services, LLC and 1st Global Capital Corp. Robin offers a wide range of financial services, including retirement planning, investment management, college savings, and estate planning. Robin is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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
NH
01/16/2013 - Present
LPL Financial LLC (CONCORD NH)
NH
12/10/2001 - 12/07/2012
MML INVESTORS SERVICES, LLC (CONCORD NH)
TX
08/31/1999 - 12/14/2001
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
BOTH
Issued 09/30/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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