Beverly Robinson (CRD# 2032831) is an Investment Advisor Representative working at Axion Wealth Advisors in Baton Rouge, LA and has over 32 years of experience in the finance industry.
CRD# 1928450
Benedict Financial Planning
CRD# 1774605
Gallagher Fiduciary Advisors, LLC
CRD# 2530923
Abel Hall, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Axion Wealth Advisors | San Diego, CA | Oct 2023 - Current | < 1 |
| Integrated Wealth Concepts, LLC | Waltham, MA | Feb 2023 - Current | 1 |
| Laurel Wealth Advisors | Solana Beach, CA | Feb 2014 - Feb 2023 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1991 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1997 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- LA
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Total Assets Under Management33MILLIONS
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Total Number of Accounts43ACCOUNTS
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Average Account Value$756,744
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, LA
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