Claude Robinson, financial advisor Greenville SC

Claude Robinson

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Claude C. Robinson
Phone Number: 888-528-2987
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    28,326
    MILLIONS
  • Total Number of Accounts
    129,758
    ACCOUNTS
  • Average Account Value
    $218,298
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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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