Karlie Jean Robbins

LPl Financial LLC

CRD 7217631

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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

Authority	Category	Status	Date
MA	RA	APPROVED	2020-10-19

MA RA
APPROVED

Since 2020-10-19

Branch Locations

165 Middlesex Tpke Ste 101, Bedford, MA 01730 • 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
Westside Foods Inc.	Brockton	MA	03/2015	08/2019
Ben's Pourhouse	Avon	MA	10/2018	08/2019
Suffolk University	Boston	MA	08/2016	05/2020
American Private Wealth	Bedford	MA	01/2020	Present
Lpl Financial Llc	Bedford	MA	01/2020	10/2020
Lpl Financial	Bedford	MA	10/2020	Present

03/2015 → 08/2019

Westside Foods Inc.

Brockton, MA
10/2018 → 08/2019

Ben's Pourhouse

Avon, MA
08/2016 → 05/2020

Suffolk University

Boston, MA
01/2020 → Present

American Private Wealth

Bedford, MA
01/2020 → 10/2020

Lpl Financial Llc

Bedford, MA
10/2020 → Present

Lpl Financial

Bedford, MA

Other Businesses

1)6/30/2020- American Private Wealth, LLC-DBA for LPL Business (entity for LPL business)- Inv. Related- Bedford, MA -100%

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-07-22

S66 Uniform Combined State Law Examination

2020-07-22

Other Names

Karlie Robbins

View on SEC IAPD

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