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Drewe Robinson

36 Years of Experience
Saginaw, MI
Broker

Drewe Robinson is a registered investment advisor at LPL Financial LLC, based in Saginaw, MI, with 36 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.

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Location

7763 Gratiot Road, Saginaw, MI, 48609

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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 Activities

Drewe is involved in direct sales of Mary Kay cosmetics, dedicating about 10-20% of their time to this activity since 2007. Drewe also works as a public notary, spending minimal time on this investment-related activity since 2020.

Employment History
Current Registrations
LPL Financial LLC
July 2023 - Present · 2 yrs 10 mos
LPL Financial LLC
July 2023 - Present · 2 yrs 10 mos
LPL Financial LLCBroker
July 2023 - Present · 2 yrs 10 mos
Previous Registrations
LPL Financial LLCBroker
September 2009 - May 2023 · 13 yrs 8 mos
LPL Financial LLC
September 2009 - May 2023 · 13 yrs 8 mos
Mutual Service Corporation
February 2009 - September 2009 · 7 mos
Mutual Service CorporationBroker
May 2004 - September 2009 · 5 yrs 4 mos
Merrill Lynch Pierce Fenner & Smith INC.
April 2001 - April 2004 · 3 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1995 - April 2004 · 8 yrs 9 mos
Juran & Moody, INC.Broker
October 1994 - June 1995 · 8 mos
Park Investment CorporationBroker
February 1994 - October 1994 · 8 mos
Painewebber IncorporatedBroker
February 1993 - December 1993 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1988 - January 1992 · 3 yrs 8 mos
State Registrations17 states
ALAZCACOFLILINMIMNMONCNMOHTNUTWIWY
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.