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Robin Alexandra Lakey-white

Investment adviser representative at Dunhill Financial
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$601.7MFirm assets

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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

Experience

18 years in the industry.

  1. Dunhill Financial, LLCMar 2025 to now
  2. Lansdowne Wealth Management, LLCMar 2025 to now
  3. UnemployedSep 2020 to Mar 2025
  4. UBS Financial Services IncSep 2019 to Sep 2020
  5. Bank of America, N.A.Dec 2009 to Sep 2019
  6. Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2007 to Sep 2019

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2008

State registrations

Registered as an investment adviser representative in 1 state (FL).

Dunhill Financial

Legal name: Dunhill Financial, LLC

$601.7MAssets managed
996Clients
11Advisers
9 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
5443866
Firm CRD
288211
Advisor's SEC record (opens in a new tab)
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