RM
RM

Robin Marchbanks

33 Years of Experience
O'Fallon, MO
1 DisclosureBrokerSells Insurance

Robin Marchbanks is a registered investment advisor at LPL Financial LLC, based in O'Fallon, MO, 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
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

O'Fallon, MO

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History

Regulatory History (1)
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.
Customer Dispute
December 2002
Settled
Other Business ActivitiesSells Insurance

Robin is involved with Marchbanks Financial Strategies, LLC and fixed insurance business, dedicating about 10-20% of their time to each. Robin also works as a notary public, spends minimal time with Midwest Home Inventory Services, LLC, and works a few hours per week as a private investigator for Scott Biondo Detective Agency.

Employment History
Current Registrations
LPL Financial LLCBroker
October 2006 - Present · 19 yrs 9 mos
LPL Financial LLC
October 2006 - Present · 19 yrs 9 mos
Previous Registrations
Cutter & Company, INC.
February 2004 - October 2006 · 2 yrs 8 mos
Cutter & Company, INC.Broker
May 2003 - October 2006 · 3 yrs 5 mos
Edward Jones
February 1999 - May 2003 · 4 yrs 3 mos
Edward JonesBroker
February 1998 - May 2003 · 5 yrs 3 mos
Cadaret, Grant & CO., INC.Broker
January 1998 - February 1998 · 1 mo
Aig Equity Sales CORP.Broker
March 1997 - January 1998 · 10 mos
Pruco Securities CorporationBroker
October 1992 - March 1997 · 4 yrs 5 mos
State Registrations10 states
AKALAZCAFLILKSMAMOTX
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.