Margaret Robinson, financial advisor Atlanta GA

Margaret Robinson

CRD Number: 5309048
Current Firm: Truist Advisory Services, Inc.

Margaret Robinson (CRD# 5309048) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Atlanta, GA and has over 16 years of experience in the finance industry.

Similar Advisors
Daniel Mesa, financial advisor Atlanta GA
Daniel Mesa
CRD# 7069825
Beacon Global Advisor Network, LLC
Similar Advisors
Robby Schultz, CFP®, ChFC®, CPWA®, financial advisor Atlanta GA
Robby Schultz, CFP®, ChFC®, CPWA®
CRD# 5338514
Rollins Financial Advisors, LLC
Similar Advisors
Riley Stephenson, financial advisor Atlanta GA
Riley A. Stephenson
CRD# 5822473
Rockefeller Capital Management
Professional Designations
Company Name Location Dates Years
Suntrust Bank Atlanta, GA Aug 2019 - Current 4
Suntrust Advisory Services Atlanta, GA Aug 2019 - Current 4
Goldman Sachs Atlanta, GA Jul 2016 - Jun 2019 2
Georgia Institute Of Technology Scheller College Of Business Atlanta, GA Aug 2014 - May 2016 1
Lovatt & Rushing, Inc. Roswell, GA Jun 2012 - Aug 2014 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2007
S66 NASAA Uniform Combined State Law Examination Sep 2016
Contact Info for Margaret L. Robinson
Phone Number: 404-813-7713
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    53,170
    MILLIONS
  • Total Number of Accounts
    125,600
    ACCOUNTS
  • Average Account Value
    $423,328
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.