James RobisonCRD Number: 1463301
Current Firm: Global Retirement Partners LLC
James Robison (CRD# 1463301) is an Investment Advisor Representative working at Global Retirement Partners LLC in Indianapolis, IN and has over 37 years of experience in the finance industry.
Canterbury Investment Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Global Retirement Partners, LLC||San Rafael, CA||Apr 2019 - Current||4|
|Kestra Financial Services, Inc.||Austin, TX||Apr 2016 - Apr 2019||3|
|Nfp Securities, Inc.||Indianapolis, IN||Sep 2004 - Apr 2016||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1986|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
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, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management119,815MILLIONS
Total Number of Accounts25,479ACCOUNTS
Average Account Value$4,702,494
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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