Robin Morrell is a CFP-designated registered investment advisor, based in Weare, NH, with 35 years of industry experience. Robin is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Weare, NH
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robin works as a water aerobics instructor at Granite YMCA, dedicating minimal time. Robin is also involved in the sale and distribution of fixed insurance products through Lake View Financial Services LLC, a marketing entity for financial services.
Employment History
Current Registrations
First Heartland Capital, INC.Broker
First Heartland Consultants, INC.
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Flatiron Financial Group, LLC
LPL Financial LLCBroker
LPL Financial LLC
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations9 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.