Charles RobinsonCRD Number: 5039975
Current Firm: Summit Financial, LLC
Charles Robinson (CRD# 5039975) is an Investment Advisor Representative working at Summit Financial, LLC in Matthews, NC and has over 15 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Ubs Financial Services Inc.
|Summit Financial, LLC||Parsippany, NJ||Jun 2021 - Current||< 1|
|Keebeck Wealth Management LLC||Matthews, NC||Aug 2020 - Jun 2021||< 1|
|Cornerstone Wealth Group, LLC||Huntersville, NC||Jan 2018 - Aug 2020||2|
|Cornerstone Financial Partners, Inc.||Charlotte, NC||May 2013 - Nov 2017||4|
|Lpl Financial LLC||Charlotte, NC||May 2013 - Nov 2017||4|
|Nfp Securities Inc.||Pineville, NC||Sep 2009 - May 2013||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2005|
|S66||NASAA Uniform Combined State Law Examination||Aug 2006|
Total Assets Under Management4,147MILLIONS
Total Number of Accounts7,378ACCOUNTS
Average Account Value$562,010
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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