Lester Joseph Robinson
Investment adviser representative at LPL Financial LLC
36 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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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
36 years in the industry.
- LPL Financial LLCJul 2025 to now
- Lester J. Robinson IiiJan 1990 to now
- Cadaret, Grant & Co., Inc.Jun 2023 to Jul 2025
- Virtue Capital Management, LLCJun 2022 to Jun 2023
- MML Investors Services, LLCDec 2020 to Jul 2021
- Mass Mutual Life Insurance CompanyMar 2019 to Jul 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 2012421
- Firm CRD
- 6413