Todd Robbins (CRD# 2613127) is an Investment Advisor Representative working at Brokers Financial in Boynton Beach, FL and has over 23 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 4207020
Dakota Wealth, LLC
CRD# 1235698
World Equity Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brokers International Financial Services | Boynton Beach, FL | Aug 2020 - Current | 3 |
| Bankers Life Advisory Services | West Palm Beach, FL | Aug 2017 - Aug 2020 | 3 |
| Bankers Life Securities Inc. | West Palm Beach, FL | Sep 2016 - Aug 2020 | 3 |
| Bankers Life & Casualty | West Palm Beach, FL | Sep 2016 - Aug 2020 | 3 |
| Unemployed | Boynton Beach, FL | Oct 2014 - Sep 2016 | 1 |
| Pnc Bank | Pittsburgh, PA | Jan 2014 - Sep 2014 | < 1 |
| Pnc Investments | Pittsburgh, PA | Jan 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2005 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2017 |
- FL
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Total Assets Under Management2,000MILLIONS
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Total Number of Accounts11,566ACCOUNTS
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Average Account Value$172,960
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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