Jacquelyn Robinson (CRD# 1721233) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Charlotte, NC and has over 28 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| All Abilities | Export, PA | Sep 2023 - Current | < 1 |
| Innovation Partners LLC | Charlotte, NC | Jul 2020 - Current | 3 |
| Ip Financial Advisory Services LLC | Charlotte, NC | Jul 2020 - Current | 3 |
| Nationwide Ins | Ligonier, PA | Mar 2005 - Current | 19 |
| Mary Kay Cosmetics | Indiana, PA | May 2003 - Current | 21 |
| Robinsons Computer Services | Bolivar, PA | Jan 1991 - Current | 33 |
| Nationwide Securities Inc. | Dublin, OH | Mar 2005 - Jul 2020 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1995 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2017 |
- PA
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Total Assets Under Management297MILLIONS
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Total Number of Accounts2,290ACCOUNTS
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Average Account Value$129,673
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
- Other
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
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