Bret Robinson (CRD# 6113913) is an Investment Advisor Representative working at Smart Money Group, LLC in Eastland, TX and has over 8 years of experience in the finance industry.
CRD# 1964362
Lpl Financial LLC
CRD# 5346574
State Farm Investment Management Corp.
CRD# 1572794
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Smart Money Group, LLC | Eastland, TX | Jul 2016 - Current | 7 |
Calton & Associates, Inc. | Tampa, FL | Jun 2016 - Current | 7 |
Kennedy Financial Services | Eastland, TX | Aug 2012 - Current | 11 |
Vsr Advisory Services | Overland Park, KS | Nov 2015 - Jun 2016 | < 1 |
Vsr Financial Services, Inc. | Overland Park, KS | Jan 2014 - Jun 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Nov 2015 |
- TX
-
Total Assets Under Management286MILLIONS
-
Total Number of Accounts1,460ACCOUNTS
-
Average Account Value$196,206
- A percentage of assets under your management
- Hourly charges
- 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
AZ, CA, CO, MT, NM, OK, TX, WY
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