Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger Robinson is a financial advisor with LPL Financial LLC, a leading independent broker-dealer and financial advisory firm. Roger has been in the financial services industry since 1992 and holds a Series 7, Series 9, Series 10, Series 31, and Series 63 license. Roger has extensive experience in financial planning, investment management, and retirement planning. Roger specializes in working with high-net-worth individuals, corporations, and pension and profit-sharing plans. Roger is committed to providing personalized financial advice to help clients reach 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.
1
2
AL
06/13/2019 - Present
LPL Financial LLC (ORANGE BEACH AL)
GA
07/30/2002 - 03/19/2009
AMERIPRISE ADVISOR SERVICES, INC. (DULUTH GA)
MO
10/27/1995 - 08/23/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NC
06/08/1993 - 10/31/1995
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
NA
06/24/1992 - 03/03/1993
F.N. WOLF & CO., INC.
IA
Issued 01/06/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/26/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 04/25/1994
Series 3 - National Commodity Futures Examination
BC
Issued 06/22/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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