Joshua Robinson, financial advisor East Moline IL

Joshua Robinson

CRD Number: 4606425
Current Firm: Pr Wealth Management Group

Joshua Robinson (CRD# 4606425) is an Investment Advisor Representative working at Pr Wealth Management Group in East Moline, IL and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Sep 2017 - Current 6
Pr Wealth Management Group, Inc. East Moline, IL Jan 2015 - Current 9
Cambridge Investment Research, Inc. Fairfield, IA Jan 2015 - Sep 2017 2
Cetera Investment Advisers LLC Schaumburg, IL Apr 2005 - Jan 2015 9
Cetera Financial Specialists LLC Schaumburg, IL Dec 2004 - Jan 2015 10
Pr Wealth Management Group East Moline, IL Dec 2007 - Dec 2014 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2004
S65 NASAA Investment Advisors Law Examination Mar 2005
Contact Info for Joshua M. Robinson
Phone Number: 309-792-8291
Registered State(s):
  • CO
  • IL
  • IA
  • NV
By the Numbers
  • Total Assets Under Management
    127
    MILLIONS
  • Total Number of Accounts
    1,236
    ACCOUNTS
  • Average Account Value
    $102,751
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
Types of Clients
Registered States

AZ, CA, CO, IA, IL, NE, NV, TX

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