Marshall Robinson
Lpl Investment Advisor Representative at Lpl Financial
Based in Punta Gorda, United States
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Seniority
Staff
Department
Sales & Business Development
Location
Punta Gorda
Industry
Financial Services
Company size
14K
Contact information
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m•••••••@••••••.com
Phone
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Background
About Marshall Robinson
Managing Partner/Owner at Bedrock Asset Management LLC. Over the years I’ve spent as an investment advisor, I have had the pleasure of helping numerous people achieve their financial goals and aspirations through regular one-on-one communications and a solid foundation of trust. My expertise lies in determining the clients’ objective and assessing individual risk tolerance through various financial instruments, in order to achieve broad diversification across multiple industries for a strong investment portfolio. Through this, we bring clarity to clients’ goals and establish a timeframe with regular, comprehensive meetings that allow us to stay on top of changing circumstances together. I’m grateful to my beautiful wife of twenty-five years,(2020) that has always supported my career, and our three children with whom I couldn’t be more proud. They inspire me to work hard and love what I do. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with Bedrock Asset Management, LLC, may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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