James Robinson, financial advisor Indianapolis IN
96 score

James Robinson

CRD Number: 1051230
Current Firm: Charter Advisory Corporation

James Robinson (CRD# 1051230) is an Investment Advisor Representative working at Charter Advisory Corporation in Indianapolis, IN and has over 33 years of experience in the finance industry. James 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
Charteradvisory Indianapolis, IN Sep 2012 - Current 4
Charter Advisory Corporation Indianapolis, IN Sep 2010 - Current 6
Lpl Financial LLC Indianapolis, IN Sep 2009 - Current 7
James Howie Robinson Niles, MI Jun 1991 - Current 25
Mutual Service Corporation Niles, MI Mar 1989 - Sep 2009 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1983
Contact Info for James H. Robinson
Phone Number: 317-844-7416
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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

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