Sheri Robinson, financial advisor Houston TX
96 score

Sheri Robinson

CRD Number: 4622029
Current Firm: Linscomb & Williams

Sheri Robinson (CRD# 4622029) is an Investment Advisor Representative working at Linscomb & Williams in Houston, TX and has over 17 years of experience in the finance industry. Sheri Robinson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Bbva Compass Investment Solutions, Inc. Birmingham, AL Nov 2011 - Mar 2013 1
Bbva Wealth Solutions Inc. Birmingham, AL Dec 2009 - Mar 2013 3
Compass Bank Birmingham, AL Apr 2007 - Mar 2013 5
Fsc Securities Corporation Birmingham, AL Apr 2007 - Oct 2011 4
Stavis Margolis Advisory Services Birmingham, AL Apr 2007 - Dec 2009 2
Unemployed Birmingham, AL Jan 2007 - Apr 2007 < 1
Amsouth Investment Management Company, LLC Birmingham, AL Jul 2003 - Dec 2006 3
Amsouth Bank Birmingham, AL Jul 2002 - Dec 2006 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1999
S66 NASAA Uniform Combined State Law Examination Jan 2008
Contact Info for Sheri E. Robinson
Phone Number: 713-840-1000
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    2,315
    MILLIONS
  • Total Number of Accounts
    4,131
    ACCOUNTS
  • Average Account Value
    $560,290
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, CA, CO, FL, GA, LA, MD, NC, NY, OR, PA, TX, WA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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