Gary Robinson, financial advisor Provo UT
83 score

Gary Robinson

CRD Number: 3066224
Current Firm: Jamestown Wealth Management LLC

Gary Robinson (CRD# 3066224) is an Investment Advisor Representative working at Jamestown Wealth Management LLC in Provo, UT and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Beneficial Life Salt Lake City, UT Jan 1985 - Current 32
Packerland Brokerage Services Green Bay, WI Dec 2014 - Oct 2015 < 1
Symetra Investment Services, Inc. Bellevue, WA Mar 2012 - Dec 2014 2
Questar Capital Corpation Minneapolis, MN Sep 2011 - Mar 2012 < 1
Questar Asset Management Minneapolis, MN Sep 2011 - Mar 2012 < 1
Symetra Investment Services, Inc. Bellevue, WA Aug 2010 - Sep 2011 1
Insphere Securities, Inc. Salt Lake City, UT Apr 2010 - Jul 2010 < 1
Insphere Insurance Solutions Orem, UT Dec 2009 - Jul 2010 < 1
Beneficial Investment Services, Inc. Provo, UT Jul 2007 - Apr 2010 2
Allegis Advisors, Inc. Salt Lake City, UT Jul 2005 - Oct 2007 2
Equity Services, Inc. Provo, UT Nov 1998 - Jul 2007 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1998
S65 NASAA Investment Advisors Law Examination Jun 1999
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for Gary R. Robinson
Phone Number: 801-377-9787
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    15
    MILLIONS
  • Total Number of Accounts
    140
    ACCOUNTS
  • Average Account Value
    $108,929
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

UT

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BADGES
83

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