Robin Roseman (CRD# 2722217) is an Investment Advisor Representative working at Southstate Advisory, Inc. in Appling, GA and has over 27 years of experience in the finance industry.
CRD# 2693083
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4316881
Stifel, Nicolaus & Company, Incorporated
CRD# 5101699
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| South State Bank | Augusta, GA | Dec 2015 - Current | 8 |
| Wells Fargo Advisors LLC | Augusta, GA | May 2009 - Dec 2015 | 6 |
| Wachovia Bank, N.a. | Mclean, VA | Jun 2002 - Dec 2015 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1996 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2005 |
- GA
-
Total Assets Under Management3,417MILLIONS
-
Total Number of Accounts420ACCOUNTS
-
Average Account Value$8,135,879
- 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
- Pension consulting services
AL, FL, GA, NC, SC, TX, VA
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