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Willard Everett Robertson

LPl Financial LLC

Boca Raton, FL

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-05-01
  • FL RA
    APPROVED
    Since 2021-05-01

Branch Locations

2500 N Military Trl Ste 472, Boca Raton, FL 33431 • 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
Allegence Health Management, Inc Shreveport LA 01/2018 06/2018
Robertson Law Firm New Orleans LA 07/1995 Present
Robertson Aviation, Inc New Orleans LA 01/1985 Present
Robbie & Chris, Inc New Orleans LA 01/1985 Present
Lpl Financial, Llc Ft. Lauderdale FL 01/2021 Present
  • 01/2018 → 06/2018
    Allegence Health Management, Inc
    Shreveport, LA
  • 07/1995 → Present
    Robertson Law Firm
    New Orleans, LA
  • 01/1985 → Present
    Robertson Aviation, Inc
    New Orleans, LA
  • 01/1985 → Present
    Robbie & Chris, Inc
    New Orleans, LA
  • 01/2021 → Present
    Ft. Lauderdale, FL
Other Businesses

1) 01/29/2021 - ATTORNEY - Robertson Law Firm - Not Investment Related - 145 Robert E. Lee Ste 400 New Orleans, LA 70124 - 15% - Strated 07/1995 2) 01/29/2021 - BUSINESS OWNER - Robbie & Chris, Inc. - Investment Related - 100 Linton Blvd Suite 122-B, Highland Beach FL - 15% - Started 1/1985 3) 01/29/2021 - BUSINESS OWNER - STATESVILLE NC, LLC - Investment Related - 100 Linton Blvd Suite 122-B, Highland Beach FL - 5% - Started 1999 4) 01/29/2021 - DBA for LPL Business (entity for LPL business) - Pence Financial Group - Investment Related - Ft. Lauderdale, FL - 65% 5) 01/29/2021 - Robertson Aviation, Inc - Business Owner - Investment Related - Real Estate and Development Management - 100 Linton Blvd Suite 122-B, Highland Beach, FL - Start Date 01/1985 - Time Spent 5%

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-04-12
  • S66 Uniform Combined State Law Examination
    2021-04-12

View on SEC IAPD

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