Robert Lyndon Blackwell

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:

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2021-03-23
OR	RA	APPROVED	2016-05-27

TX RA
APPROVED_RES

Since 2021-03-23
OR RA
APPROVED

Since 2016-05-27

Branch Locations

15 Sw Colorado Ave Ste 250, Bend, OR 97702-1110 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lpl Financial	Bend	OR	12/2012	Present

12/2012 → Present

Lpl Financial

Bend, OR

Other Businesses

(1) 04/18/13 - DBA ONLY - LB INVESTMENT STRATEGIES - BEND, OR (2) 09/10/2014 - LENZ FINANCIAL GROUP - NON-VARIABLE INSURANCE - TIME SPENT 10 HOURS PER MONTH - BEND, OR

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-05-05
S63	Uniform Securities Agent State Law Examination	2000-12-08

S65 Uniform Investment Adviser Law Examination

2016-05-05
S63 Uniform Securities Agent State Law Examination

2000-12-08

View on SEC IAPD