Robert Robinson (CRD# 2924852) is an Investment Advisor Representative working at Pcg Wealth Management in Overland Park, KS and has over 26 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pcg Wealth Advisors (dba Pcg Wealth Strategies) | Kansas City, MO | Nov 2023 - Current | < 1 |
| Lpl Financial LLC | Kansas City, MO | Nov 2023 - Current | < 1 |
| Symphonic Financial Advisors LLC | New York, NY | May 2010 - Nov 2023 | 13 |
| Symphonic Securities LLC | New York, NY | May 2010 - Nov 2023 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1997 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- MO
-
Total Assets Under Management666MILLIONS
-
Total Number of Accounts4,174ACCOUNTS
-
Average Account Value$159,528
- 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
AR, AZ, CA, CO, FL, IL, IN, KS, KY, MO, NC, NE, NH, OK, PA, SC, TN, TX, WA, WI
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