JR
JR

John Robinson

41 Years of Experience
Hegins, PA
2 DisclosuresBrokerSells Insurance

John Robinson is a registered investment advisor at LPL Financial LLC, based in Hegins, PA, with 41 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

Loading...

Location

9 Park Lane, Hegins, PA, 17938

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
July 2017
Customer Dispute
November 2004
Settled
Other 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
January 2020 - Present · 6 yrs 6 mos
LPL Financial LLCBroker
January 2020 - Present · 6 yrs 6 mos
Previous Registrations
Nationwide Securities, LLC
August 2018 - December 2019 · 1 yr 4 mos
Nationwide Securities, LLCBroker
July 2018 - December 2019 · 1 yr 5 mos
Cetera Investment Advisers LLC
November 2017 - June 2018 · 7 mos
Cetera Investment Services LLCBroker
November 2017 - June 2018 · 7 mos
M&t Securities, INC.
November 2012 - August 2017 · 4 yrs 9 mos
M&t Securities, INC.Broker
October 2000 - August 2017 · 16 yrs 10 mos
Keystone Brokerage, LLCBroker
April 2000 - October 2000 · 6 mos
Pruco Securities CorporationBroker
November 1984 - April 2000 · 15 yrs 5 mos
State Registrations5 states
MDNMPASCWI
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.