Agatha Christine 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

• 03/2013 → 08/2021
  Waddell & Reed Inc
  Overland Park, KS
• 08/2021 → 08/2022
  Lpl Financial Llc
  Lakeland, KS
• 02/2023 → Present
  Lpl Financial Llc
  Leawood, KS
• 08/2022 → 03/2023
  Unemployed
  Leawood, KS

Previous Registrations

• 2021-08-27 → 2022-08-30
  Lpl Financial Llc
  Overland Park, KS
• 2013-03-21 → 2021-08-23
  Waddell & Reed
  Overland Park, KS
  Overland Park, KS
• 2011-04-20 → 2013-03-07
  Usaa Investment Services Company
  San Antonio, TX
• 2008-03-13 → 2010-04-01
  Stanford Group Company
  Houston, TX

Other Businesses

1) 11/2023 - N2L Wealth Management / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)160 Hrs per month / 100% Time Spent 2) 11/2023 - N2L Wealth / Notary / Inv. Related / Leawood KS / Start date 09/01/2021 - 1Hrs per month - 1% Time Spent 3) 12/24/2025 - Agatha Robinson Notary - Notary - Investment Related - At Reported Business Location(s) - Start Date 09/07/2021 - 1 hour per month/ during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-03-11
• S63 Uniform Securities Agent State Law Examination
  1995-10-13

Other Names

• Agatha Lyon