DR
DR

David Thomas Robinson

9 Years of Experience
BrokerSells Insurance
Areas of Practice
Insurance PlanningReal Estate Investing
Compensation
Fee-Only (AUM)
Firm Size
47 advisors
Number of Clients
842 clients
Average Client Portfolio
$198K average
Assets Under Management
$166.5M
Loading...

Location

3900 N Main St, Findlay, OH, 45840

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

David operates Premier Wealth Financial Services as a DBA for his LPL business and works as a consultant for Premier Bank. He is also a non-variable insurance producer for Premier Wealth Financial Services, dedicating about 10-20% of his time to this role.

Employment History
Current Registrations
Wesbanco Securities, INC.
September 2025 - Present · 5 mos
Wesbanco Securities, INC.Broker
September 2025 - Present · 5 mos
Previous Registrations
LPL Financial LLC
July 2021 - September 2025 · 4 yrs 2 mos
LPL Financial LLCBroker
July 2021 - September 2025 · 4 yrs 2 mos
Cetera Investment Advisers LLC
December 2017 - June 2021 · 3 yrs 6 mos
Cetera Investment Services LLCBroker
December 2017 - June 2021 · 3 yrs 6 mos
Eagle Strategies LLC
August 2016 - December 2017 · 1 yr 4 mos
Nylife Securities LLCBroker
February 2016 - November 2017 · 1 yr 9 mos
State Registrations5 states
FLMINCOHSC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
David Thomas Robinson - Financial Advisor | TrueAdvisor