Robin Dale Marchbanks

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

• 10/2006 → Present
  Lpl Financial Llc
  O'FAllon, MO

Previous Registrations

• 2004-02-26 → 2006-10-18
  Cutter & Company, Inc.
  St. Charles, MO
  St. Charles, MO
• 1999-02-11 → 2003-05-06
  Edward Jones
  St Charles, MO

Other Businesses

(1) 10/18/2006-MARCHBANKS FINANCIAL STRATEGIES, LLC/DBA 151 ENGLAND DRIVE, O'FALLON, MO 63366 TIME SPENT: 20% COMPENSATION: COMMISSIONS (2)10/18/2006-FIXED INSURANCE BUSINESS 151 ENGLAND DRIVE, O'FALLON, MO 63366 TIME SPENT: 10% COMPENSATION: COMMISSIONS SOLE PROPRIETORSHIP (3) 01/29/2013: NOTARY PUBLIC / STATE OF MISSOURI; I DO NOT CHARGE A FEE FOR MY SERVICES; NOTARY COMMISSION NUMBER 11419208 / TIME SPENT 1%. (4) 08/06/2014 - MIDWEST HOME INVENTORY SERVICES, LLC - OTHER - SMALL BUSINESS - TIME SPENT 2 HOURS PER MONTH - O'FALLON, MO (5) 08/06/2014 - SCOTT BIONDO DETECTIVE AGENCY - OTHER - PRIVATE INVESTIGATOR - TIME SPENT 10 HOURS PER MONTH - ST PETERS MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-01-22
• S63 Uniform Securities Agent State Law Examination
  1992-11-18

Other Names

• Rob Maarchbanks
• Robin Marchbanks