Robin Lynn Kagan
Investment adviser representative at LPL Financial LLC
25 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
25 years in the industry.
- LPL Financial LLCOct 2020 to now
- Berkshire Hathaway/baside RealtyNov 2023 to Nov 2023
- Homesmart One RealtyApr 2018 to Nov 2023
- Bankers Life Advisory Services, Inc.Jan 2018 to Sep 2020
- Worldventures Marketing , LLCJul 2017 to Jan 2019
- Bankers Life Securities, Inc.Jun 2016 to Sep 2020
- Keller Williams Western RealtySep 2013 to Jan 2018
- Bankers Life & Casualty Co.Sep 1998 to Sep 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 6666529
- Firm CRD
- 6413