Robert Brabson (CRD# 6354518) is an Investment Advisor Representative working at Sofi Wealth LLC in Claymont, DE and has over 6 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
Company Name | Location | Dates | Years |
---|---|---|---|
Sofi Wealth LLC | Clayton, DE | May 2019 - Current | 4 |
Sofi Securities LLC | Claymont, DE | Apr 2019 - Current | 4 |
Social Finance Inc. | Clayton, DE | Apr 2019 - Current | 4 |
Affinity Wealth Management LLC | Wilmington, DE | Feb 2018 - May 2019 | 1 |
Mercap Securities, LLC | Paoli, PA | Feb 2018 - Dec 2018 | < 1 |
Affinity Wealth Management, Inc. | Wilmington, DE | Jan 2013 - Feb 2018 | 5 |
Coastal Equities, Inc. | Wilmington, DE | Jun 2014 - Mar 2016 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2018 |
- DE
-
Total Assets Under Management944MILLIONS
-
Total Number of Accounts165,546ACCOUNTS
-
Average Account Value$5,699
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, VI, VT, WA, WI, WV, WY
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