Kenneth Robinson, financial advisor Reston VA

Kenneth Robinson

CRD Number: 2918637
Current Firm: Kcr Wealth Management, LLC

Kenneth Robinson (CRD# 2918637) is an Investment Advisor Representative working at Kcr Wealth Management, LLC in Reston, VA and has over 26 years of experience in the finance industry. Kenneth Robinson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Kcr Wealth Management, LLC Reston, VA Feb 2014 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1997
S65 NASAA Investment Advisors Law Examination Apr 1999
Contact Info for Kenneth C. Robinson
Phone Number: (703) 722-2212
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    61
    MILLIONS
  • Total Number of Accounts
    153
    ACCOUNTS
  • Average Account Value
    $397,500
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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

TX, VA

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