Forbes Robinson (CRD# 4763744) is an Investment Advisor Representative working at Financial Advocates Investment Management in Olympia, WA and has over 19 years of experience in the finance industry.
CRD# 872944
Abraham & Company, Inc.
CRD# 7043324
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6013099
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Tigard, OR | May 2017 - Current | 7 |
| Financial Advocates Investment Management | Beaverton, OR | May 2017 - Current | 7 |
| 1up, Inc. | Lake Oswego, OR | Oct 2016 - Current | 7 |
| Beaverton School District | Beaverton, OR | Feb 2009 - Current | 15 |
| Various Insurance Carriers For W & R Insurance Agencies | Tigard, OR | Jan 2006 - May 2017 | 11 |
| Waddell & Reed, Inc. | Lake Oswego, OR | Jan 2006 - May 2017 | 11 |
| Lshill, Inc. | Lake Oswego, OR | Apr 2008 - Oct 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2004 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2008 |
- OR
- TX
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Total Assets Under Management3,855MILLIONS
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Total Number of Accounts19,268ACCOUNTS
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Average Account Value$200,056
- 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
AK, AL, AR, AZ, CA, CO, CT, 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, WY
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