James RobbinsCRD Number: 1133425
Current Firm: Robbins Wealth Management
James Robbins (CRD# 1133425) is an Investment Advisor Representative working at Robbins Wealth Management in Erie, PA and has over 34 years of experience in the finance industry. James Robbins 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.
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|Robbins Financial Advisory Service, Inc.||Erie, PA||Mar 1991 - Current||26|
|Self-employed||Erie, PA||Jan 1988 - Current||30|
|Self Employed||Erie, PA||Apr 1980 - Dec 2013||33|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1983|
|S65||NASAA Investment Advisors Law Examination||Dec 1990|
Total Assets Under Management110MILLIONS
Total Number of Accounts393ACCOUNTS
Average Account Value$281,111
- 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
- Publication of periodicals or newsletters
FL, MD, MI, NJ, OH, PA, TX