Craig Robinette, financial advisor Dublin OH
93 score

Craig Robinette

CRD Number: 4479226
Current Firm: Eagle Strategies LLC

Craig Robinette (CRD# 4479226) is an Investment Advisor Representative working at Eagle Strategies LLC in Dublin, OH and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Eagle Strategies LLC Dublin, OH Dec 2014 - Current 2
Nylife Securities LLC Dublin, OH Oct 2014 - Current 2
New York Life Insurance Co Dublin, OH Oct 2014 - Current 2
Robinette Risk Management Inc. Westerville, OH Jul 2005 - Oct 2014 9
Mml Investors Services Worthington, OH Feb 2014 - Sep 2014 < 1
Mass Mutual Worthington, OH Jan 2013 - Sep 2014 1
Robinette Wealth Management Inc. Westerville, OH Oct 2006 - Mar 2013 6
Best Advisory Services, LLC Westerville, OH Jul 2005 - Oct 2006 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2006
S63 Uniform Securities State Law Examination Nov 2014
Contact Info for Craig S. Robinette
Phone Number: (888) 695-3245
Registered State(s):
  • IN
  • OH
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • 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, RI, SC, SD, TN, TX, UT, VA, 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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