Fredrick Robinson, financial advisor Morris IL
93 score

Fredrick Robinson

CRD Number: 1358288
Current Firm: Kms Financial Services, Inc.

Fredrick Robinson (CRD# 1358288) is an Investment Advisor Representative working at Kms Financial Services, Inc. in Morris, IL and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Kms Financial Services, Inc. Seattle, WA Sep 2013 - Current 3
The O'hagan Group Bethlehem, PA Oct 2012 - Current 4
Robinson Family Farm Morris, IL Aug 2010 - Current 6
Robinson Tax Prep Morris, IL Jul 2010 - Current 6
Purshe Kaplan Sterling Investments Albany, NY Jan 2013 - Jan 2016 3
Pks Advisory Services, LLC Albany, NY Jan 2013 - Sep 2013 < 1
Lpl Financial Corporation Morris, IL Sep 2009 - Dec 2012 3
Mutual Service Corporation Morris, IL Dec 1990 - Sep 2009 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1986
S65 NASAA Investment Advisors Law Examination Jul 2012
Contact Info for Fredrick J. Robinson
Phone Number: [206]441-2885
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    5,174
    MILLIONS
  • Total Number of Accounts
    24,587
    ACCOUNTS
  • Average Account Value
    $210,434
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Market timing services
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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