Robbin Narike Preciado

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2010 → 06/2023
  Union Bank
  Los Angeles, CA
• 10/2010 → 06/2023
  Unionbanc Investment Services
  Los Angeles, CA
• 01/2024 → 03/2025
  Members Trust Co
  Tampa, FL
• 04/2025 → Present
  Flagstar
  New York, NY
• 07/2025 → Present
  Lpl Financial
  New York, NY
• 06/2023 → 01/2024
  Unemployed
  Huntington Beach, CA

Previous Registrations

• 2010-10-28 → 2023-07-21
  U.S. Bancorp Advisors, Llc
  Orange, CA
  Los Angeles, CA
  Orange, CA
  Laguna Hills, CA
  Orange, CA
• 2005-08-12 → 2010-08-25
  Wells Fargo Investments, Llc
  Irvine, CA
  Newport Beach, CA
  Oxanrd, CA
  Santa Barbara, CA
  Irvine, CA
  Irvine, CA

Other Businesses

1)06/26/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Flagstar Wealth Services - Inv Rel - At Reported Business Location(s) 2)06/26/2025 - FLAGSTAR BANK N.A. - Financial Institution Duty - Inv Rel At Reported Business Location(s) - Start: 04/2025

Exams

• S66 Uniform Combined State Law Examination
  2005-08-11

Other Names

• Robbin Michi Narike
• Robbin Michi Grattan
• Robbin Narike Preciado
• Robbin Michi Narike