Claude RobinsonCRD Number: 6759967
Current Firm: Cetera Investment Advisers LLC
Claude Robinson (CRD# 6759967) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Greenville, SC and has over 3 years of experience in the finance industry.
Apex Capital Management LLC
Sei Investments Management Corp
|Cetera Investment Services LLC||St. Cloud, MN||Feb 2017 - Current||4|
|Regions Bank||Greenville, SC||Mar 2015 - Current||6|
|Park Sterling||Greenville, SC||Oct 2013 - Jan 2015||1|
|Countybank||Greenville, SC||Nov 1978 - Oct 2013||34|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2018|
Total Assets Under Management28,326MILLIONS
Total Number of Accounts129,758ACCOUNTS
Average Account Value$218,298
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, WY
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