John Robinson
John Robinson is a registered investment advisor at LPL Financial LLC, based in Hegins, PA, with 41 years of industry experience. John 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
9 Park Lane, Hegins, PA, 17938
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
July 2017Customer Dispute
November 2004Other Business ActivitiesSells Insurance
John operates Tobash Financial Solutions, LLC as a DBA for his LPL business. He is also an insurance producer for non-variable insurance products through Millennium Brokerage Group and Prosperity Life, dedicating minimal time to Prosperity Life and a few hours per week to Millennium Brokerage Group.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Nationwide Securities, LLC
Nationwide Securities, LLCBroker
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
M&t Securities, INC.
M&t Securities, INC.Broker
Keystone Brokerage, LLCBroker
Pruco Securities CorporationBroker
State Registrations6 states
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.