Cory Robinson, financial advisor Denver CO
93 score

Cory Robinson

CRD Number: 5278036
Current Firm: Cetera Investment Advisers LLC

Cory Robinson (CRD# 5278036) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Denver, CO and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Triumph Capital Management Denver, CO Feb 2016 - Current < 1
Cetera Investment Advisors Denver, CO Oct 2015 - Current 1
Summit Brokerage Services Denver, CO Aug 2015 - Current 1
J.p. Turner & Company. LLC Denver, CO May 2012 - Aug 2015 3
Jp Turner & Co Capital Management LLC Denver, CO May 2012 - Aug 2015 3
Axa Advisors, LLC New York, NY Jun 2010 - May 2012 1
Unemployed Denver, CO Oct 2009 - Jun 2010 < 1
Edward Jones Tempe, AZ Aug 2008 - Oct 2009 1
Unknown Scottsdale, AZ May 2008 - Aug 2008 < 1
Edward Jones St Louis, MO Jan 2007 - May 2008 1
University Of Wisconsin-whitewater Whitewater, WI Sep 2006 - Dec 2006 < 1
Janesville Nissan Janesville, WI Jun 2005 - Dec 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2007
Contact Info for Cory P. Robinson
Phone Number: 888-528-2987
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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