Brent RobinsonCRD Number: 6006547
Current Firm: Money Concepts Advisory Service
Brent Robinson (CRD# 6006547) is an Investment Advisor Representative working at Money Concepts Advisory Service in San Jose, CA and has over 2 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|Money Concepts Capital Corp||Milpitas, CA||Jan 2014 - Current||3|
|Sheraton Hotels||Milpitas, CA||Sep 2010 - Current||6|
|Arya Global Cuisine||Cupertino, CA||Feb 2008 - Sep 2010||2|
|Rlv Investments||Tulare, CA||Feb 2008 - Apr 2010||2|
|Alain Pinel Realtors||Los Gatos, CA||May 2006 - Dec 2007||1|
|Marie Calenders||Morgan Hill, CA||May 2006 - Dec 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2014|
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:
- Financial Issue
Total Assets Under Management1,181MILLIONS
Total Number of Accounts10,305ACCOUNTS
Average Account Value$114,649
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
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, VT, WA, WI, WV