John Wesley Conrad Robinson
Advisor at LPL Financial — Hegins, PA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
41 years
Location
Hegins, PA 17938
LPL Financial
Institution
John Robinson is a financial advisor at LPL Financial with 41 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at firms including Nationwide Insurance, Cetera Investment Advisers, and M&T Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with a focus on model portfolios, third-party asset management, and institutional platforms.
Based on LPL Financial
Based on LPL Financial
Flat fees up to $15,000 for financial planning and consulting services
Up to $500 per hour for financial planning and consulting services
Hegins, PA
9 Park Lane
Hegins PA 17938
Advisors at this office
2
Pennsylvania
41 years of industry experience
LPL Financial
2020 - Present • 6 years
Cressona, PA
Nationwide Insurance
2018 - 2019 • 1 year
Cressona, PA
Nationwide Securities LLC
2018 - 2019 • 1 year
Columbus, OH
Cetera Investment Advisers
2017 - 2018 • 1 year
Wyomissing, PA
Cetera Investment Services Llc
2017 - 2018 • 1 year
St.Cloud, MN
First National Bank of PA
2017 - 2018 • 1 year
Wyomissing, PA
Unemployed
2017 - 2017 • 1 year
Tremont, PA
M&T SECURITIES, Inc.
2000 - 2017 • 17 years
Buffalo, NY
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A client's investment-related complaint, arbitration or lawsuit, including ones that were denied, withdrawn or settled.
The advisor resigned, was permitted to resign or was discharged after allegations of rule violations, fraud or failure to supervise.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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