Robin Anderson, financial advisor Saint Charles IL
86 score

Robin Anderson

CRD Number: 2002689
Current Firm: Highpoint Advisor Group, LLC

Robin Anderson (CRD# 2002689) is an Investment Advisor Representative working at Highpoint Advisor Group, LLC in Saint Charles, IL and has over 26 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Highpoint Planning Partners Dba Onpath Financial St. Charles, IL Oct 2013 - Current 3
Lpl Financial Llc (f/k/a Linsco/private Ledger) Saint Charles, IL Dec 2005 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1990
S65 NASAA Investment Advisors Law Examination Mar 2004
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 Robin S. Anderson
Phone Number: 630-719-9222
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    1,086
    MILLIONS
  • Total Number of Accounts
    7,502
    ACCOUNTS
  • Average Account Value
    $144,761
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AZ, CA, CO, FL, GA, IL, IN, KS, LA, MA, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, PA, SC, TN, TX, VA, WA, WI

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BADGES
86

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