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Robert Maki

LPl Financial LLC

Fort Mill, SC

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2018-09-21
  • SC RA
    APPROVED
    Since 2018-09-21

Branch Locations

1055 Lpl Way, Fort Mill, SC 29715 • 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
OrganizationCityStateFromTo
Metropolitan Life Insurance Company Iselin NJ 03/2006 09/2018
Metlife Securities Inc Iselin NJ 03/2006 09/2018
Mml Investors Services, Llc Charlotte NC 03/2017 09/2018
Lpl Financial Llc Fort Mill SC 09/2018 Present
  • 03/2006 → 09/2018
    Metropolitan Life Insurance Company
    Iselin, NJ
  • 03/2006 → 09/2018
    Metlife Securities Inc
    Iselin, NJ
  • 03/2017 → 09/2018
    Mml Investors Services, Llc
    Charlotte, NC
  • 09/2018 → Present
    Lpl Financial Llc
    Fort Mill, SC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-18
  • S66 Uniform Combined State Law Examination
    2018-08-18
Other Names
  • Robert Zoltan Maki
  • Bob Maki

View on SEC IAPD

Other Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
BELLEAIR WEALTH MANAGEMENT, LLC
WEALTHCARE ADVISORY PARTNERS LLC
INSIGHT SECURITIES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
SCHWAB WEALTH ADVISORY, INC.
PFS INVESTMENTS INC.

Other Investors

ALPESH JITENDRA PATEL
Tamrah Jennifer Bordini
MATTHEW N WALLEN
RAMIRO IGNACIO PARES
NILDA MELGAREJO DE BOYRIE
STEVEN Samuel SHANEYFELT
Katie Wineski Riegel
Christopher Wayne McAlister

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mill, SC
BELLEAIR WEALTH MANAGEMENT, LLC · Fort Mill, SC
WEALTHCARE ADVISORY PARTNERS LLC · Fort Mill, SC
INSIGHT SECURITIES, INC. · Fort Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Fort Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Ft Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Ft Mill, SC
EDWARD JONES · FORT MILL, SC

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