Michael Robinson, financial advisor Duluth GA
93 score

Michael Robinson

CRD Number: 3054006
Current Firm: Wells Fargo Advisors, LLC

Michael Robinson (CRD# 3054006) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Duluth, GA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC Atlanta, GA Aug 2015 - Current 1
Pnc Investments Pittsburgh, PA Nov 2011 - Aug 2015 3
Flagstar Bank Norcross, GA Jan 2010 - Nov 2011 1
Unemployed Norcross, GA Jun 2009 - Jan 2010 < 1
Navy Federal Credit Union Snellville, GA Jul 2008 - Jun 2009 < 1
Navy Federal Asset Management LLC Herndon, VA Jul 2008 - Jun 2009 < 1
Navy Federal Brokerage Services, LLC Herndon, VA Jul 2008 - Jun 2009 < 1
Princor Financial Services Corp Atlanta, GA Jul 2005 - Jun 2008 2
Principal Life Insurance Co Atlanta, GA Jun 2005 - Jun 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1998
S65 NASAA Investment Advisors Law Examination Jan 2003
Contact Info for Michael T. Robinson
Phone Number: 314-875-3000
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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