Robin BooneCRD Number: 2967981
Current Firm: Ameriprise Financial Services, Inc.
Robin Boone (CRD# 2967981) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Fredericksburg, TX and has over 19 years of experience in the finance industry.
Massey Itschner & Company, P.c.
Raymond James Financial Services Advisors, Inc.
Investment Centers Of America, Inc.
|American Express Financial Advisors Inc.||Fredericksburg, TX||Jun 2000 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1998|
|S65||NASAA Investment Advisors Law Examination||Nov 1998|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV