Monte Raymond 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

• 09/2009 → Present
  Lpl Financial Corporation
  Gig Harbor, WA

Previous Registrations

• 2002-01-22 → 2009-09-08
  Mutual Service Corporation
  Boston, MA
  Gig Harbor, WA

Other Businesses

1. 9/15/2009 - NON-VARIABLE INSURANCE - POSSIBLE SELLING FIXED ANNUITY, LONG TERM CARE, DISABILITY AND LIFE INSURANCE. - TIME SPENT 2% - GIG HARBOR, WA. 2. 10/30/2012: REAL ESTATE RENTAL - DMS ACCOUNTING - SUB LEASE OFFICE NEXT TO ME TO DMS ACCOUNTING . THEY HAVE NO ACCESS TO MY OFFICES. SEPERATE KEYS ECT. - TIME SPENT 0% - GIG HARBOR, WA

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-11-19
• S63 Uniform Securities Agent State Law Examination
  1985-11-25

Other Names

• Monte Ramon Robinson