Alan L Robinson

LPl Financial LLC

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Current Employers

Lpl Financial Llc

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

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2026-01-17
SC	RA	APPROVED	2026-01-17

NC RA
APPROVED

Since 2026-01-17
SC RA
APPROVED

Since 2026-01-17

Branch Locations

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

Fort Mill, SC • 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
Lpl Financial Llc	Charlotte	NC	07/2025	Present
Bank Of America	Charlotte	NC	03/2024	07/2025
Wells Fargo	Charlotte	NC	04/2023	03/2024
Credit Suisse	Morrisville	NC	05/2022	04/2023
First Citizens Bank	Raleigh	NC	12/2020	05/2022
Garner Wayside Furniture	Garner	NC	08/2017	08/2019
Hendrick Toyota	Apex	NC	08/2019	12/2020
In School	Raleigh	NC	05/2015	05/2017

07/2025 → Present

Lpl Financial Llc

Charlotte, NC
03/2024 → 07/2025

Bank Of America

Charlotte, NC
04/2023 → 03/2024

Wells Fargo

Charlotte, NC
05/2022 → 04/2023

Credit Suisse

Morrisville, NC
12/2020 → 05/2022

First Citizens Bank

Raleigh, NC
08/2017 → 08/2019

Garner Wayside Furniture

Garner, NC
08/2019 → 12/2020

Hendrick Toyota

Apex, NC
05/2015 → 05/2017

In School

Raleigh, NC

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2026-03-09
S65	Uniform Investment Adviser Law Examination	2026-01-17

S63 Uniform Securities Agent State Law Examination

2026-03-09
S65 Uniform Investment Adviser Law Examination

2026-01-17

Other Names

Alan L Robinson
Alan Robinson

View on SEC IAPD

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