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Overview

Services

Advisor Services

  • Financial Planning

  • Pension Consulting

  • Other
    • -Selection of Other Advisors
    • -Educational seminars/workshops

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
LPL Financial LLC 2 years, 5 months Sep 2013 - Present
Firstmerit Bank, N.A. 3 years, 6 months Aug 2012 - Present
Firstmerit Financial Services 1 year, 1 month Aug 2012 - Sep 2013
Bear, Stearns & Co. Inc. 1 month Oct 2008 - Oct 2008
J. P. Morgan Securities Inc. 5 years, 10 months Sep 2006 - Jul 2012
J. P. Morgan Securities Inc. 6 years Jul 2006 - Jul 2012
JPMorgan Securities Inc 7 years, 8 months Jan 1999 - Sep 2006
Bank One Corporation 21 years, 4 months May 1985 - Sep 2006
Are You
Michael Gene Robinson?
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Designations & Memberships

  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Michael Robinson

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Dec 24, 2015
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jan 16, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

LPL Financial LLC

Last updated on Feb. 5, 2016
    • $116.6B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 520K
      Accounts
    • $224.4K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions
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