Robert Franklin Bolinger

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

• 08/2010 → Present
  Lpl Financial Llc
  Irvine, CA

Previous Registrations

• 2008-07-15 → 2009-05-06
  Essex National Securities, Llc
  Corona, CA
  Ladera Ranch, CA
  Placentia, CA
  Tustin, CA
  Newport Beach, CA
  Newport Beach, CA
  Huntington Beach, CA
  Huntington Beach, CA
  Garden Grove, CA
• 2007-01-23 → 2008-07-09
  U.S. Bancorp Advisors, Llc
  Laguna Hills, CA
  Irvine, CA
• 2002-08-12 → 2007-01-24
  Thrivent Investment Management Inc.
  Tustin, CA
  Tustin, CA
  Tustin, CA

Other Businesses

(1) 09/29/2010 - NO BUSINESS NAME - DBA for LPL Business (entity for LPL business) - BENCHMARK WEALTH MANAGEMENT - INV REL - AT REPORTED BUSINESS LOCATION - ADMINSTRATIVE ASSISTANT. (2) 11/07/2012 - WEB DESIGN BUSINESS - Business Owner - NOT INV REL - AT REPORTED BUSINESS LOCATION - SELF-EMPLOYED IN WEB DESIGNER BUSINESS THAT IS NON-SECURITIES AND NON-INSURANCE RELATED - TIME SPENT 0%. (3) 01/15/2014 - LAW OFFICE OF ROBERT BOLINGER - Legal Services - NOT INV REL - AT REPORTED BUSINESS LOCATION - OWNER OF LAW PRACTICE - 50% TIME SPENT.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-01-16
• S63 Uniform Securities Agent State Law Examination
  1996-02-29

Other Names

• Robert Franklin Bolinger
• Robert Franklin Bolinger
• Robert Franklin Bolinger