Shawn Robinson, financial advisor Lone Tree CO
90 score

Shawn Robinson

CRD Number: 5559213
Current Firm: Charles Schwab & Company, Inc.

Shawn Robinson (CRD# 5559213) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lone Tree, CO and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Lone Tree, CO Jul 2015 - Current 1
Jackson National Life Distributors LLC Denver, CO Jan 2012 - Jun 2015 3
University Of Wisconsin Milwaukee Milwaukee, WI Sep 2007 - Dec 2011 4
Nelson Brothers Power Center Menomonee Falls, WI Feb 2005 - Dec 2011 6
Metaltek International Waukesha, WI May 2011 - Sep 2011 < 1
Echo Canyon River Expeditions Cannon City, CO May 2010 - Sep 2010 < 1
Aj Bombers/sullivan's Milwaukee, WI May 2009 - May 2010 1
Northwestern Mutual Life Insurance Company Milwaukee, WI May 2008 - Aug 2008 < 1
Brookfield Central High School Brookfield, WI Sep 2003 - Jun 2007 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2013
S63 Uniform Securities State Law Examination Apr 2012
Contact Info for Shawn D. Robinson
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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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