Buford, GA Mall of Georgia Blvd Office

Cory Robinson is a financial advisor with LPL Financial in Buford, GA, holding a Series 66 designation and 12 years of industry experience. He has worked at LPL Financial since 2018 and previously spent five years at Invest Financial Corporation. Robinson also owns Cory L Robinson CPA PC, a tax preparation and accounting firm he has operated since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research from multiple sources.

Timothy Rine is a financial advisor with LPL Financial in Buford, GA, holding Series 63 and Series 65 credentials and 31 years of industry experience. His prior roles include positions at Charles Schwab and Wells Fargo Funds Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, third-party subadvisors, and advanced technology solutions.

Joel Swaim is a financial advisor with LPL Financial in Buford, GA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously worked at INVEST Financial Corporation for 11 years before joining LPL Financial in 2018. Outside of his advisory role, he is involved with Community Wealth Management, a separate business entity for tax and investment purposes. LPL Financial serves a broad range of clients including individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a variety of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house research, third-party subadvisors, and advanced technologies.

Steven Schwartz is a financial advisor with LPL Financial in Buford, GA, holding Series 63 and Series 66 licenses and 18 years of industry experience. He previously worked at Ameriprise Financial Services Inc. and INVEST Financial Corp. Outside the advisory business, he is a part-time employee of MAGID, a company operating stock safety product vending machines. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with a range of model portfolios and access to research from multiple sources.