David Robinson
David Robinson is a registered investment advisor at LPL Financial LLC, based in Highland Village, TX, with 15 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
1900 Briarhill Blvd, Highland Village, TX, 75077
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Regulatory History (1)
Customer Dispute
October 2023Other Business ActivitiesSells Insurance
David is an independent insurance agent since 2011, selling life, accident, health, and HMO insurance, dedicating a few hours per week. He also works with Jackson National selling fixed annuities and Ash Brokerage, and runs David B Robinson Advisors for tax/investment purposes, spending about a quarter of his time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Rfg Wealth Advisory
Invest Financial Corporation
Invest Financial CorporationBroker
State Registrations15 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.