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Robyn Lynette Walker

LPl Financial LLC

Copper Hill, VA

Roanoke, VA

CRD 4696884

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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

AuthorityCategoryStatusDate
IN RA APPROVED 2018-01-11
VA RA APPROVED 2009-10-30
  • IN RA
    APPROVED
    Since 2018-01-11
  • VA RA
    APPROVED
    Since 2009-10-30

Branch Locations

Copper Hill, VA • United States

2650 Electric Road, Suite D, Roanoke, VA 24018 • 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
OrganizationCityStateFromTo
Lpl Financial, Llc Roanoke VA 04/2004 Present
Other Businesses

1. 9/5/2018 - Miller, Walker and Associates - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 09/04/2018 - 160 Hours Per Month/150 Hours During Securities Trading. 2. 3/9/2020 - River Birch Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 06/01/2020 - 160 Hours Per Month/150 Hours During Securities Trading. 3. 3/13/2020 - Mcjobyn LLC - Investment Related - 2650 Electric Rd, Suite 201C and Suite 202d, Roanoke, VA 24018 - Real Estate Rental - Started 03/03/2020 - 2 Hours Per Month During Securities Trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-10-29
S63 Uniform Securities Agent State Law Examination 2004-05-17
  • S65 Uniform Investment Adviser Law Examination
    2009-10-29
  • S63 Uniform Securities Agent State Law Examination
    2004-05-17
Other Names
  • Robyn Walker Patterson

View on SEC IAPD

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