James Robinson (CRD# 2593141) is an Investment Advisor Representative working at Wall Investment Group, Inc. in Orland Park, IL and has over 26 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wall Investment Group | Orland Park, IL | Mar 2003 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1997 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2003 |
- IL
- IN
- WI
-
Total Assets Under Management67MILLIONS
-
Total Number of Accounts145ACCOUNTS
-
Average Account Value$461,712
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
IL, IN, WI
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