Steven Robinson (CRD# 4070343) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lawton, OK and has over 24 years of experience in the finance industry.
CRD# 6488740
Avantax Advisory Services
CRD# 5493911
Edward Jones
CRD# 2199550
Stifel, Nicolaus & Company, Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Ameriprise Financial Services, LLC | Wichita Falls, TX | Jan 2022 - Current | 2 |
Cetera Advisor Networks LLC | El Segundo, CA | Jun 2021 - Jan 2022 | < 1 |
Voya Financial Advisors | Lawton, OK | Sep 2014 - Jun 2021 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 1999 |
S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- OK
- TX
-
Total Assets Under Management479,794MILLIONS
-
Total Number of Accounts2,284,921ACCOUNTS
-
Average Account Value$209,983
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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