Roger Dale 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

• 04/2009 → Present
  Lpl Financial Llc
  Orange Beach, AL

Previous Registrations

• 2003-08-14 → 2009-03-19
  Ameriprise Advisor Services, Inc.
  Duluth, GA
  Athens, GA
  Marietta, GA

Other Businesses

1. 04/09/2009 - Robinson Wealth Management, LLC - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) 2. 06/25/2013 - ROBCO FUELS L.L.C. - FUEL DISTRIBUTION - I AM THE PRESIDENT OF ROBCO FUELS L.L.C. IT IS A FUEL DISTRIBUTION COMPANY THAT SELLS GASOLINE AND DIESEL FUEL TO CONVIENANT STORES. - 10% OF TIME SPENT 3. 04/26/2019 - Robco Transport LLC - Not investment related - 403 Barnesville St Thomaston, GA 30286 - Business Owner - start date:02/07/2019 - 0 hrs/m - 0 hrs during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-01-06
• S63 Uniform Securities Agent State Law Examination
  1992-06-30

Other Names

• Dale Robinson