Samuel Robinson (CRD# 4794402) is an Investment Advisor Representative working at Park Avenue Securities LLC in Dothan, AL and has over 19 years of experience in the finance industry. Samuel Robinson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5847202
Edward Jones
CRD# 5581397
First Advisors National, LLC
CRD# 4659105
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Guardian Life Insurance Co Of America | Dothan, AL | Feb 2007 - Current | 17 |
Park Avenue Securities LLC | Dothan, AL | Feb 2007 - Current | 17 |
Peachtree Planning Corporation | Atlanta, GA | Dec 2003 - Current | 20 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2004 |
- AL
- CA
- GA
- WY
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Total Assets Under Management11,882MILLIONS
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Total Number of Accounts62,811ACCOUNTS
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Average Account Value$189,164
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- 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, WY
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