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ChFC

Robin Kearney

LPL Financial LLC
39 Years of Experience
Centennial, CO
BrokerSells Insurance
View SEC Summary
View SEC Summary

Robin Kearney is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Centennial, CO, with 39 years of industry experience. Robin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Centennial, CO

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Robin is a CPA/bookkeeper/tax preparer through Integrated Strategies, Inc. since 2005. Robin also rents out a single-family home for Section 8 low-income housing, dedicating minimal time to this activity, and does business under the name Integrated Strategies, Inc. for non-variable insurance.

Employment History
Current Registrations
LPL Financial LLC
January 2005 - Present · 21 yrs 9 mos
LPL Financial LLCBroker
January 2005 - Present · 21 yrs 9 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
August 1987 - January 2005 · 17 yrs 5 mos
Robert W. Baird & CO. IncorporatedBroker
August 1987 - January 2002 · 14 yrs 5 mos
State Registrations11 states
AZCOFLGAMIMNMONCOKSCWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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