Robert Smith Collins

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

• 08/2001 → Present
  Lpl Financial Llc
  Franklin, TN
• 06/2020 → Present
  Glidepath Financial, Llc
  Franklin, TN

Previous Registrations

• 2021-01-19 → 2022-05-31
  Glidepath Financial, Llc
  Frankiln, TN
• 2020-07-29 → 2020-12-31
  Glidepath Financial, Llc
  Frankiln, TN

Other Businesses

1. 8/14/2001 - WEALTH MANAGEMENT GROUP OF TENNESSEE - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 12/11/2012: No Business Name - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE - TIME SPENT 5% - NON-VARIABLE INSURANCE SALES TO CLIENTS INCLUDING LIFE (TERM & UNIVERSAL), HEALTH, DISABILITY AND LONG-TERM CARE. SALES AND SERVICE OF POLICIES. 3. 6/26/2015 - NATIONAL LIFE GROUP - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE - START 06/26/2015 - 1 Hour Per Month/0 Hours During Securities Trading. 4. 12/12/2017 - No Business Name - Investment Related - 751 Cool Springs Blvd. Suite 100, Franklin, TN 37067 - Real Estate Rental - Started 11/01/2017 - 1 Hour Per Month/0 Hours During Securities Trading. 5. 2/8/2019 - The Wealth Management Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2019.

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-12-01

Other Names

• Bobby Collins
• Robert Smith Iii Collins