Reginald RobinsonCRD Number: 1963649
Current Firm: International Assets Investment Management, LLC
Reginald Robinson (CRD# 1963649) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Orlando, FL and has over 28 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|International Assets Advisory, LLC||Orlando, FL||Jul 2011 - Current||6|
|Anderson & Strudwick, Inc.||Tampa, FL||Apr 2010 - Jul 2011||1|
|J.p. Turner & Company, LLC||Tampa, FL||Mar 2010 - Apr 2010||< 1|
|Gunnallen Financial, Inc.||Tampa, FL||Feb 1997 - Mar 2010||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1989|
|S65||NASAA Investment Advisors Law Examination||Oct 2012|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management198MILLIONS
Total Number of Accounts1,014ACCOUNTS
Average Account Value$195,064
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, ND, NJ, NM, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV