Robyn Ellis, financial advisor Salem VA
89 score

Robyn Ellis

CRD Number: 6261449
Current Firm: The Ellis Offices

Robyn Ellis (CRD# 6261449) is an Investment Advisor Representative working at The Ellis Offices in Salem, VA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Ellis Financial Group Llc Dba The Ellis Offices Salem, VA Dec 2015 - Current 1
Adult Care Center Of Roanoke Valley Salem, VA Dec 2014 - Current 2
Robyn Smith Ellis Plc Dba Ellis Law Office Salem, VA Feb 2008 - Current 9
Independent Financial Partners Salen, VA Jun 2009 - Dec 2015 6
Gentry Locke Rakes Moore Roanoke, VA Jul 1999 - Feb 2008 8
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2013
Contact Info for Robyn S. Ellis
Phone Number: 540-765-2585
Firm Website: http://www.ellisfg.com
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    34
    MILLIONS
  • Total Number of Accounts
    138
    ACCOUNTS
  • Average Account Value
    $244,595
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
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

VA

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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