Robert James Kinnun
Investment adviser representative at LPL Financial LLC
27 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
Are you Robert James Kinnun? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
27 years in the industry.
- LPL Financial LLCJan 2023 to now
- Kinnun & CompanyMay 2002 to now
- Great Lakes Financial Services, LLCOct 1999 to now
- Madison Avenue Securities, Inc.Dec 2006 to Jan 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (MI).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1990549
- Firm CRD
- 6413