Robert Robinette (CRD# 4301840) is an Investment Advisor Representative working at Primerica Advisors in Aurora, CO and has over 23 years of experience in the finance industry.
CRD# 3077330
Schwab Wealth Advisory, Inc.
CRD# 2265858
Charles Schwab & Company, Inc.
CRD# 2178385
Abboud Financial Planning, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Robert D Robinette LLC | Aurora, CO | Jul 2021 - Current | 3 |
Pfs Investments Inc. | Aurora, CO | Nov 2017 - Current | 6 |
Primerica Financial Services | Aurora, CO | Sep 2017 - Current | 7 |
Unemployed | Aurora, CO | Mar 2016 - Sep 2017 | 1 |
Ohio National Equities Inc. | Cincinnati, OH | Apr 2014 - Mar 2016 | 1 |
Ohio National Financial Services | Cincinnati, OH | Mar 2014 - Mar 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2000 |
S65 | NASAA Investment Advisors Law Examination | Jul 2019 |
- CO
- TX
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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, VI, VT, WA, WI, WV, WY
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