Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Bruce Robinson is a financial advisor with LPL Financial LLC, based in Corsicana, Texas. William has been in the industry since 1987, and holds a Series 63, Series 4, Series 53, Series 27, Series 24, Series 99TO, Series 79TO, Series 52TO, Series 7, and Series SIE. William is a Certified Financial Planner. William has previously been registered with Maplewood Investments, Inc. and Investment Planning Associates, Inc.
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
TX
09/28/2022 - Present
LPL Financial LLC (Corsicana TX)
TX
07/13/2000 - 10/21/2022
MAPLEWOOD INVESTMENTS, INC. (CORSICANA TX)
TX
06/26/1987 - 09/05/2001
INVESTMENT PLANNING ASSOCIATES, INC. (CORSICANA TX)
BC
Issued 07/08/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/1988
Series 4 - Registered Options Principal Examination
BC
Issued 09/19/1988
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/24/1988
Series 27 - Financial and Operations Principal Examination
BC
Issued 05/20/1988
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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