Gerald Lee Robinson

Employer firm

Advisor Resource Council CRD 164109

$3.49B regulatory AUM 13 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2009 → Present
  Lpl Financial, Llc
  Flower Mound, TX
• 10/2012 → Present
  360 Wealth Management, Llc
  Flower Mound, TX

Previous Registrations

• 2009-04-03 → 2013-06-11
  Lpl Financial Llc
  San Diego, CA
  Flower Mound, TX
• 2002-05-10 → 2009-04-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX
  Fort Worth, TX
• 1999-04-26 → 2002-05-24
  Ubs Financial Services Inc.
  Fort Worth, TX

Other Businesses

1. 4/9/2012 - LIGHTFORCE FINANCIAL - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 10/30/2012 - 360 WEALTH MANAGEMENT, LLC - Investment Related - At Reported Business Location(s) - REGISTERED INVESTMENT ADVISOR - TIME SPENT 90% - FINANCIAL PLANNING, PENSION CONSULTING, ASSET MANAGEMENT. 3. 9/17/2013 - 360 WEALTH MANAGEMENT, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - TIME SPENT 95% - DBA ONLY FOR THE HYBRID RIA I USE FOR MY ADVISORY BUSINESS. 4. 3/11/2014 - LightForce Financial - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Time Spent 5%. 5. 7/1/2024 -Not Investment Related - Flower Mound Rotary - PO Box 271450, Flower Mound - Rotary Club - President -Board Member - 1 hour a month - 0 during Trading Hours - Club Leadership role conducting meetings.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-05-07
• S63 Uniform Securities Agent State Law Examination
  1999-04-23