David Robinson
David Robinson is a CFP-designated registered investment advisor at LPL Financial LLC, based in Richmond, VA, with 34 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
812 Moorefield Park Drive, Suite 102, Richmond, VA, 23236
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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
David is involved in several investment-related activities, including CAIS (non-variable insurance), CG Advisory Services, Capital Asset Advisory Services LLC, Green River Wealth Management LLC, and Lumos Wealth Advisors. He spends a minimal amount of time on non-variable insurance and full-time hours on Green River Wealth Management LLC, Lumos Wealth Advisors, and Captial Asset Advisory Services, LLC DBA Lumos Wealth Advisors, and about 10-20% of his time on CG Advisory Services and Capital Asset Advisory Services LLC.
Employment History
Current Registrations
LPL Financial LLCBroker
Cg Advisory Services
Previous Registrations
Geneos Wealth Management, INC.Broker
Wfg Investments, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
Comprehensive Asset Management and Servicing, INC.Broker
Multi-Financial Securities CorporationBroker
Vestax Securities CorporationBroker
American United Life Insurance CompanyBroker
Aul Equity Sales CORP.Broker
Cambridge Investment Research, INC.Broker
Vestax Securities CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations12 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.