Robyn L Lawhon

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 08/2002 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pasadena, CA
• 07/2011 → Present
  Bank Of America, N.A.
  Lancaster, CA

Previous Registrations

• 1997-09-17 → 2002-08-23
  Bok Financial Securities, Inc.
  Tulsa, OK

Other Businesses

I*: 2820284 Entity Type: Charitable Name of OBA: Discovery Cube LA Board of Directors Address: Sylmar, CA 91342 Investment Related: No Position, Title, Association: Board member Employee Start Date: 09/05/2025 Number of Hours: 5 hrs mthly Number of Hours during trading: 5 hrs mthly Duties: As a board member, I will work with local schools to make them aware of the museum's programs and exhibits.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-05-22
• S63 Uniform Securities Agent State Law Examination
  1989-08-14

Designations

• Certified Financial Planner

Other Names

• Robyn Lynn Lawhon