Samuel RobinsonCRD Number: 6045671
Current Firm: Aon Hewitt Financial Advisors, LLC
Samuel Robinson (CRD# 6045671) is an Investment Advisor Representative working at Aon Hewitt Financial Advisors, LLC in Charlotte, NC and has over 5 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Hewitt Financial Services||Charlotte, NC||May 2014 - Current||3|
|Aon Hewitt Financial Advisors||Charlotte, NC||May 2014 - Current||3|
|Unemployed||Charlotte, NC||Mar 2014 - May 2014||< 1|
|Schaffer Associates||Charlotte, NC||Mar 2013 - Mar 2014||1|
|Unemployed||Charlotte, NC||Aug 2012 - Mar 2013||< 1|
|Edward Jones||St Louis, MO||Apr 2012 - Aug 2012||< 1|
|Bellarmine University||Louisville, KY||Jan 2010 - Dec 2011||1|
|St. Louis Community College - Meramec||St. Louis, MO||Aug 2008 - Dec 2009||1|
|Rockford College||Rockford, IL||Aug 2007 - May 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2012|
Total Assets Under Management16,479MILLIONS
Total Number of Accounts137,989ACCOUNTS
Average Account Value$119,425
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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