Taretha Robinson, financial advisor Morrisville NC
93 score

Taretha Robinson

CRD Number: 4539081
Current Firm: Capital Investment Advisory Services, LLC

Taretha Robinson (CRD# 4539081) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Morrisville, NC and has over 13 years of experience in the finance industry.

Similar Advisors
Marc Becker, financial advisor Morrisville NC
Marc S. Becker
CRD# 4247479
Wiser Financial Coaching, LLC
Score
102
Similar Advisors
Nicholas Pino, financial advisor Morrisville NC
Nicholas J. Pino
CRD# 4741498
Signator Investors, Inc.
Score
100
Similar Advisors
Ryan Thomsen, financial advisor Morrisville NC
Ryan Thomsen
CRD# 5438732
Oak City Consulting, LLC
Score
100
Company Name Location Dates Years
Capital Investment Group, Inc. Raleigh, NC Sep 2014 - Current 2
Capital Investment Advisory Services, LLC Raleigh, NC Sep 2014 - Current 2
Reged Morrisville, NC Sep 2012 - Current 4
Morgan Keegan & Company, Inc. Birmingham, AL Feb 2007 - Sep 2012 5
Amsouth Investment Services Birmingham, AL Apr 2000 - Feb 2007 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2003
Contact Info for Taretha A. Robinson
Phone Number: 919-831-2370
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    380
    MILLIONS
  • Total Number of Accounts
    2,458
    ACCOUNTS
  • Average Account Value
    $154,596
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)
Types of Clients
Registered States

AL, CA, CO, DC, FL, GA, IL, LA, MA, MD, NC, NH, NY, OH, PA, SC, TN, TX, VA, WA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.