Robin Serritslev (CRD# 7622631) is an Investment Advisor Representative working at Avantax Advisory Services in Solvang, CA and has 1 year of experience in the finance industry.
CRD# 4850609
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4570280
Mission Wealth Management, LP
CRD# 2113344
C.d. Allen Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Investment Services Inc. | Solvang, CA | Aug 2023 - Current | < 1 |
| Avantax Advisory Services | Solvang, CA | Aug 2023 - Current | < 1 |
| Serritslev Norwine & Company Cpas, LLP | Solvang, CA | Sep 2021 - Current | 2 |
| Serritslev Norwine & Company Cpas, LLP | Solvang, CA | Sep 2021 - Current | 2 |
| Serritslev Norwine & Company Cpas, LLP | Solvang, CA | Sep 2021 - Current | 2 |
| Serritslev Norwine & Company Cpas, LLP | Solvang, CA | Sep 2021 - Current | 2 |
| Central Coast Grant Writing & Bookkeeping | Solvang, CA | Nov 2007 - Current | 16 |
| Santa Ynez Valley Therapeutic | Solvang, CA | Oct 2010 - Jan 2022 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2023 |
- CA
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, WY
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