Angela Robinson (CRD# 5240601) is an Investment Advisor Representative working at Smart Money Group, LLC in Eastland, TX and has over 16 years of experience in the finance industry. Angela 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# 1964362
Lpl Financial LLC
CRD# 5346574
State Farm Investment Management Corp.
CRD# 1572794
Edward Jones
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Smart Money Group, LLC | Eastland, TX | Jul 2016 - Current | 7 |
| Calton & Associates, Inc. | Tampa, FL | Jul 2016 - Current | 7 |
| Kennedy Financial Services | Eastland, TX | Oct 2006 - Current | 17 |
| Vsr Advisory Services | Overland Park, KS | Aug 2007 - Jul 2016 | 8 |
| Vsr Financial Services, Inc. | Overland Park, KS | Jan 2007 - Jul 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2007 |
- TX
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Total Assets Under Management286MILLIONS
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Total Number of Accounts1,460ACCOUNTS
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Average Account Value$196,206
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, MT, NM, OK, TX, WY
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