Daniel J Robinson

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

• 09/2013 → 11/2016
  Foresters Advisory Services Llc
  Westbury, NY
• 05/2016 → 11/2016
  Foresters Financial Services
  Westbury, NY
• 11/2016 → Present
  Lpl Financial, Llc
  Garden City, NY

Other Businesses

1) 11/07/2016 - no business name - non-variable insurance - inv rel - at reported business location(s) - start: 11/2/2016 - 4 hr/mth 2) 10/18/2018 - DBA: Plan 4 - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date:10/15/2018 - 1 Hours Per Month/1 Hours During Trading. 3) 08/02/2019 - No business name - Investment related - At reported business location(s) - Non-Variable Insurance - start date:07/23/2019 - 5 hrs/mo - 5 hrs during trading. 4) 01/10/2025- Plan 4 Financial, Inc.- DBA for LPL Business (entity for LPL business)- Investment Related- At Reported Business Location(s) - Start Date 01/01/2025- 1 hour per month/ during trading 5) 01/21/2025- Plan 4 Insurance Services, Inc.- Non-Variable Insurance- Secretary and Broker- Investment Related- At Reported Business Location(s) - Start Date 02/22/2023- 5 hours per month/ 1 hour during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-09-24
• S63 Uniform Securities Agent State Law Examination
  2008-01-04