Richard Robbins (CRD# 4959196) is an Investment Advisor Representative working at Oakwell Private Wealth Management in New Braunfels, TX and has over 18 years of experience in the finance industry.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 5324995
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Oakwell Private Wealth Management | New Braunfels, TX | Mar 2017 - Current | 7 |
| Purshe Kaplan Sterling Investments, Inc. | Albany, NY | Apr 2017 - Jun 2023 | 6 |
| Lpl Financial, LLC | Seguin, TX | Sep 2009 - Mar 2017 | 7 |
| Strategic Financial Concepts, LLC | Austin, TX | Apr 2007 - Mar 2017 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2005 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2007 |
- TX
-
Total Assets Under Management412MILLIONS
-
Total Number of Accounts923ACCOUNTS
-
Average Account Value$446,106
- 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
- Pension consulting services
LA, NH, TX
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