Robin
Wells

Lpl Financial LLC

CRD#3272539
Investment Advisor
in Concord, NH

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About this Advisor

Robin Wells is a financial advisor based out of Concord, New Hampshire with a total of 10 years of relevant experience. Wells is on the advisory team at Lpl Financial LLC. The advisor has gained experience at Carew & Wells Pllc and Lpl Financial LLC. Wells holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in New Hampshire. Lpl Financial LLC is a registered investment business headquartered in Fort Mill, SC. The firm has offices in 9,898 locations and a total of 31,366 employees. It controls $368 billion in assets among its 1,688,501 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides financial advice to 3,425 charitable organizations. Of its 1,688,501 client accounts, 31% are held by high-net-worth clients who have greater than $1 million in investable assets. Lpl Financial LLC has a wide range of services, such as 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. A financial advisor's fee schedules usually vary depending on the services provided. Fees billed by Lpl Financial LLC most likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

104 North State Street
Concord, NH 03301

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

NH Average: $646,059,043
Total Number of Employees

31,366

NH Average: 13
Total Number of Accounts

1,688,501

NH Average: 661
Average Account Size

$217,956

NH Average: $977,396

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

Robin Wells Work History

Robin has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Lpl Financial LLC

2007 - Present (17 years)

Carew & Wells Pllc

*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 Robin Wells 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

Eric Matthews
Fort Mill, SC
Kyle Paterik
Los Angeles, CA
Nathan Vanstippen
Kaukauna, WI
Daniel Doughty
Houston, TX
Michael Cosenza
Worcester, MA
Hyun Song
Vienna, VA
Kelsey Odey
Denver, CO
Nicholas Petralia
Naples, FL

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.

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