William Clifton Robinson

Current Employers

Employment History

• 12/1987 → Present
  Northwestern National Life Insurance Co.
  Minneapolis, MN
• 09/2005 → Present
  Lincoln Investment Planning, Inc.
  Albemarle, NC
• 01/1989 → Present
  Zodiac Enterproses Inc.
  Albemarle, NC

Other Businesses

AGAPA MGT POSITION: OWNER NATURE: REAL ESTATE INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 INVESTMENT RELATED HOURS: 0 START DATE: 01/01/1990 ADDRESS: 232 N. 2ND ST, P.O. BOX 910, ALBEMARLE NC 28001 DESCRIPTION: OWNER OF RENTAL PROPERTIES ZODIAC ENTERPROSES INC. POSITION: OWNER-PRESIDENT NATURE: LIFE INSURANCE SALES, ANNUITY SALES INVESTMENT RELATED: YES NUMBER OF HOURS: 200 INVESTMENT RELATED HOURS: 1 START DATE: 01/01/1989 ADDRESS: 232 N. 2ND ST, P.O. BOX 910, ALBEMARLE NC 28001 DESCRIPTION: SALES, RECRUITING, AND TRAINING OF NEW REPS CHUN UNIVERSITY POSITION: Chairman of the Board of Directors NATURE: music and religious education INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2018 ADDRESS: 1339 Baxter st Suite 200, Charlotte NC 28204, United States DESCRIPTION: conducting board of directors meeting CHRIST EPISCOPAL CHURCH POSITION: vestry member and chairman of Endowment Fund Committee NATURE: church INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: pee dee ave., albemarle NC 28001, United States DESCRIPTION: conduct the business of the church. conduct meetings of the endowment fund committee STANLY COMMUNITY COLLEGE POSITION: Trustee NATURE: education INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2022 ADDRESS: 141 College Dr, Albemarle NC 28001, United States DESCRIPTION: Trustee on Board of Trustees. my duties will be to attend a board meeting or a committee meeting once a month to deal with the business of the college. there are no other requirements these meetings usuall last about one hour. BFAC INC. POSITION: vp, secretary NATURE: management consulting INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 12/06/2018 ADDRESS: p.o. box 910, albemarle NC 28002, United States DESCRIPTION: individual and business consulting. Educational seminars for school personnel relating to their supplemental retirement benefits, planning for retirement and protecting their accumulation. ZODIAC GROUP INC POSITION: President NATURE: sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 01/15/2024 ADDRESS: 232 North 2nd Street, Albemarle NC 28001, United States DESCRIPTION: investment advisor. Once transition of the firm, this will be the company i operate from. So far this has only been a process of setting up everything so transition can be made smoothly as per our accountant's direction.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-01-31
• S63 Uniform Securities Agent State Law Examination
  1997-06-27

Other Names

• Clif Robinson