Charles Robshaw, financial advisor Saint Augustine FL
90 score

Charles Robshaw

CRD Number: 5904672
Current Firm: Primerica Advisors

Charles Robshaw (CRD# 5904672) is an Investment Advisor Representative working at Primerica Advisors in Saint Augustine, FL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments, Inc. St Augustine, FL Apr 2011 - Current 5
Primerica Financial Services St Augustine, FL Nov 2010 - Current 6
Robshaw Masonry St. Augustine, FL May 1975 - Current 41
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2011
S65 NASAA Investment Advisors Law Examination Nov 2011
Contact Info for Charles M. Robshaw
Phone Number: 800-544-5445
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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