Robert Robinson (CRD# 6319583) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Dunwoody, GA and has over 9 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Brokerage Services LLC | Atlanta, GA | Feb 2021 - Current | 3 |
| Jp Morgan Securities, LLC | Atlanta, GA | Oct 2018 - Jan 2021 | 2 |
| Jp Morgan Chase Bank, N.a. | Atlanta, GA | Oct 2018 - Jan 2021 | 2 |
| E*trade Securities LLC | Alpharetta, GA | Jul 2017 - Oct 2018 | 1 |
| E*trade Capital Management LLC | Alpharetta, GA | Jul 2017 - Oct 2018 | 1 |
| E*trade Securities LLC | Alpharetta, GA | Apr 2017 - Jul 2017 | < 1 |
| E*trade Capital Management LLC | Alpharetta, GA | Apr 2017 - Jul 2017 | < 1 |
| Charles Schwab Bank | Eugene, OR | Sep 2015 - Feb 2017 | 1 |
| Charles Schwab & Company, Inc. | Eugene, OR | Sep 2015 - Feb 2017 | 1 |
| Charles Schwab & Company, Inc. | Austin, TX | Mar 2014 - Sep 2015 | 1 |
| Charles Schwab Bank | Austin, TX | Mar 2014 - Sep 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2014 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2015 |
- GA
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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