Roger Robinson is a registered investment advisor at LPL Financial LLC, based in Orange Beach, AL, with 33 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
Orange Beach, AL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Roger operates Robinson Wealth Management, LLC as a DBA for his LPL business. He is also the president of Robco Fuels L.L.C., a fuel distribution company, dedicating about 10-20% of his time, and a business owner of Robco Transport LLC, spending minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Advisor Services, INC.
Ameriprise Advisor Services, INC.Broker
A. G. Edwards & Sons, INC.Broker
Interstate/johnson Lane CorporationBroker
F.N. Wolf & CO., INC.Broker
State Registrations16 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.