Gary RobinsonCRD 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 18 years of experience in the finance industry.
Drive Wealth Management, LLC
Hurley Investments, LLC
Navigate Private Wealth, LLC
|Beneficial Life||Salt Lake City, UT||Jan 1985 - Current||31|
|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|
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 Management15MILLIONS
Total Number of Accounts140ACCOUNTS
Average Account Value$108,929
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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