Calvin Robinson (CRD# 6624436) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Oakdale, MN and has over 7 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Triad Advisors LLC | Norcross, GA | Feb 2023 - Current | < 1 |
| Securities America, Inc. | Lavista, NE | Feb 2023 - Current | < 1 |
| Osaic Wealth, Inc. | Jersey City, NJ | Nov 2020 - Current | 3 |
| Woodbury Financial Services, Inc. | Oakdale, MN | Nov 2020 - Current | 3 |
| Fsc Securities Corp | Atlanta, GA | Nov 2020 - Nov 2023 | 3 |
| Sagepoint Financial, Inc. | Phoenix, AZ | Nov 2020 - Sep 2023 | 2 |
| Securities America, Inc. | Seattle, WA | Oct 2020 - Nov 2020 | < 1 |
| Securities America Advisors | Seattle, WA | Oct 2020 - Nov 2020 | < 1 |
| Kms Financial Services, Inc. | Seattle, WA | Jan 2018 - Nov 2020 | 2 |
| Goldbloom Wealth Management LLC | Bellevue, WA | Mar 2016 - Jan 2018 | 1 |
| Goldbloom Wealth Management | Bellevue, WA | Dec 2014 - Jan 2018 | 3 |
| Wells Fargo | Sammamish, WA | Jul 2012 - Nov 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2016 |
| S63 | Uniform Securities State Law Examination | Jan 2019 |
- WA
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Total Assets Under Management19,278MILLIONS
-
Total Number of Accounts101,950ACCOUNTS
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Average Account Value$189,097
- 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)
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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