James RobinsonCRD Number: 2366903
Current Firm: Robinson Capital Management, LLC
James Robinson (CRD# 2366903) is an Investment Advisor Representative working at Robinson Capital Management, LLC in Grosse Pointe Farms, MI and has over 28 years of experience in the finance industry.
Lpl Financial LLC
Bernard Wealth Management Corp.
Strategic Blueprint, LLC
|Robinson Capital Management, LLC||Southfield, MI||Jan 2013 - Current||9|
|Telemus Capital Partners LLC||Southfield, MI||Aug 2009 - Dec 2012||3|
|Telemus Investment Management LLC||Southfield, MI||May 2007 - Dec 2012||5|
|Beacon Asset Management LLC||Ann Arbor, MI||Nov 2006 - Dec 2012||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1993|
|S65||NASAA Investment Advisors Law Examination||Oct 2010|
Total Assets Under Management846MILLIONS
Total Number of Accounts38ACCOUNTS
Average Account Value$22,266,927
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
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