Kristen
Robinson
Lpl Financial LLC
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About this Advisor
Kristen Robinson is a financial advisor based out of Punta Gorda, Florida who has 2 years of relevant experience. Robinson is on the advisory team at Lpl Financial LLC. Over the course of their career, they have held roles at Homeschooled, Sky Academy, Ymca, Southeastern University Papa Johns, Keller Williams Salty Properties, Lpl Financial, LLC, Publix, Lemon Bay High School and Southeastern University. Robinson has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Florida. Lpl Financial LLC is a financial advisory firm operating out of Fort Mill, SC. The firm has offices in 9,898 locations and a total of 31,366 people on staff. It controls $368 billion in assets under management across its 1,688,501 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 3,425 charities and foundations. Of its 1,688,501 accounts, 31% are held by high-net-worth individuals who have greater than $1 million in investable assets. The business performs a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial management typically vary depending on the services offered. However, fees billed by Lpl Financial LLC can be comprised of some combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Kristen Robinson Work History
Kristen has been registered as a financial advisor for 2 years.*
Publix
Lpl Financial, LLC
Southeastern University Papa Johns
Keller Williams Salty Properties
Ymca
Southeastern University
Sky Academy
Lemon Bay High School
Homeschooled
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kristen Robinson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Ann Arbor, MI
Charlestown, MA
Naperville, IL
Bridgeport, CT
Waukesha, WI
Oldsmar, FL
Corpus Christi, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
