Dallas Robinson, financial advisor Wooster OH

Dallas Robinson

CRD Number: 5365571
Current Firm: Cetera Investment Advisers LLC

Dallas Robinson (CRD# 5365571) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Wooster, OH and has over 16 years of experience in the finance industry.

Similar Advisors
John-mark Young, financial advisor Wooster OH
John-mark C. Young
CRD# 5523862
Whitaker-myers Wealth Managers, Ltd.
Similar Advisors
Andrew Adams, financial advisor Wooster OH
Andrew Adams
CRD# 6264080
Huntington Financial Advisors
Similar Advisors
Kyle Adams, financial advisor Wooster OH
Kyle J. Adams
CRD# 5532114
Stifel, Nicolaus & Company, Incorporated
Company Name Location Dates Years
Farmers National Bank Wooster, OH Dec 2018 - Current 5
Cetera Investment Services LLC St Cloud, MN Dec 2018 - Current 5
Cetera Investment Advisers LLC Wooster, OH Dec 2018 - Current 5
The Huntington Investment Company Columbus, OH Jul 2017 - Dec 2018 1
The Huntington National Bank Wooster, OH Jul 2017 - Dec 2018 1
Pnc Bank Medina, OH Apr 2011 - Jun 2017 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2008
Contact Info for Dallas C. Robinson
Phone Number: 888-528-2987
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
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, WY

Ready to hire a financial advisor? Get competitive proposals from Dallas Robinson and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.