Donald Robinson (CRD# 1016506) is an Investment Advisor Representative working at Primerica Advisors in Houma, LA and has over 42 years of experience in the finance industry.
CRD# 3111831
Edward Jones
CRD# 4361234
Edward Jones
CRD# 4467665
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Primerica Financial Services | Houma, LA | Feb 1991 - Current | 33 |
| Pfs Investments Inc. | Houma, LA | Feb 1985 - Current | 39 |
| Poa For Joyce Robinson | Houma, LA | Oct 2018 - Jan 2020 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1981 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2011 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- LA
- TX
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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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