Gregory Robinson, financial advisor Boise ID
65 score

Gregory Robinson

CRD Number: 5941603
Current Firm: The Caprock Group, Inc.

Gregory Robinson (CRD# 5941603) is an Investment Advisor Representative working at The Caprock Group, Inc. in Boise, ID and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
The Caprock Group, Inc. Boise, ID Nov 2012 - Current 3
Wells Fargo Advisors, LLC Salt Lake City, UT Sep 2011 - Oct 2012 1
Wells Fargo Bank, N.a. Salt Lake City, UT Jan 2011 - Oct 2012 1
Outpost Capital, LLC Park City, UT May 2003 - Jan 2011 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2012
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Gregory B. Robinson
Phone Number: (208) 368-9600
Firm Website:
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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