Fredrick RobinsonCRD 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 31 years of experience in the finance industry.
Latitude Advisors, LLC
|Kms Financial Services, Inc.||Seattle, WA||Sep 2013 - Current||4|
|The O'hagan Group||Bethlehem, PA||Oct 2012 - Current||5|
|Robinson Family Farm||Morris, IL||Aug 2010 - Current||7|
|Robinson Tax Prep||Morris, IL||Jul 2010 - Current||7|
|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|
Total Assets Under Management6,793MILLIONS
Total Number of Accounts26,740ACCOUNTS
Average Account Value$254,039
- 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)
- Market timing services
- Educational seminars/workshops
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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