Annie Robinson, financial advisor Lacey WA
90 score

Annie Robinson

CRD Number: 5916767
Current Firm: Edward Jones

Annie Robinson (CRD# 5916767) is an Investment Advisor Representative working at Edward Jones in Lacey, WA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Nov 2012 - Current 4
Edward Jones Lacey, WA May 2011 - Nov 2012 1
The Valley Athletic Club/v-spa Tumwater, WA Oct 2008 - Apr 2011 2
Van Dorm Realty Inc. Olympia, WA Apr 2008 - Apr 2011 3
Stay At Home Mom Lacey, WA Nov 2003 - Apr 2008 4
Cascade Inventory Service Rainier, WA Jan 2006 - Dec 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2013
Contact Info for Annie M. Robinson
Phone Number: 314-515-2000
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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