Robin Robertson (CRD# 1314405) is an Investment Advisor Representative working at Pacific Peak Advisors, LLC in Ketchum, ID and has over 35 years of experience in the finance industry.
CRD# 4530849
Ubs Financial Services Inc.
CRD# 5859669
Lpl Financial LLC
CRD# 719215
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pacific Peak Advisors, LLC | Ketchum, ID | Jan 2015 - Current | 9 |
| Tlg Advisors | Littleton, CO | Jan 2004 - Current | 20 |
| The Leaders Group, Inc. | Littleton, CO | Sep 2002 - Current | 21 |
| Trumark Financial | Pleasanton, CA | Jan 2016 - Dec 2016 | < 1 |
| Millennium Brokerage Group | Brentwood, TN | Jan 2013 - Dec 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1988 |
- ID
- TX
-
Total Assets Under Management187MILLIONS
-
Total Number of Accounts241ACCOUNTS
-
Average Account Value$775,403
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, CO, ID, TX
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