Richina RobertCRD Number: 5490258
Current Firm: Planmember Securities Corporation
Richina Robert (CRD# 5490258) is an Investment Advisor Representative working at Planmember Securities Corporation in Oviedo, FL and has over 8 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Smoothie King||Mccomb, MS||Jun 2013 - Current||4|
|Planmember Securities Corporation||Carpinteria, CA||Nov 2012 - Current||4|
|Taylor & Sons Insurance & Financial Services||Hammond, LA||Aug 2012 - Current||5|
|Venture Us||Kansas City, MO||Aug 2011 - Current||6|
|Ing Financial Partners, Inc.||Hammond, LA||Jan 2011 - Nov 2012||1|
|Ing Financial Advisers LLC||Baton Rouge, LA||Dec 2009 - Dec 2010||1|
|Valic Financial Advisers||Baton Rouge, LA||Feb 2008 - Sep 2009||1|
|Aig Retirement Advisors Inc.||Baton Rouge, LA||Apr 2008 - Apr 2009||1|
|China Lotus Restaurant||Hammond, LA||May 2003 - Jan 2008||4|
|Southeastern La University||Hammond, LA||Aug 2003 - Dec 2007||4|
|Walt Disney Company||Orlando, FL||Aug 2006 - Jan 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2008|
Total Assets Under Management2,638MILLIONS
Total Number of Accounts49,000ACCOUNTS
Average Account Value$53,828
- 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, VT, WA, WI, WV