Robin PatalonCRD Number: 4464101
Current Firm: Sc&h Financial Advisors, Inc.
Robin Patalon (CRD# 4464101) is an Investment Advisor Representative working at Sc&h Financial Advisors, Inc. in Sparks Glencoe, MD and has over 15 years of experience in the finance industry. Robin Patalon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Commonwealth Financial Network
Oxford Planning Group, LLC
Msi Financial Services, Inc.
|Triad Advisors, Inc.||Norcross, GA||Nov 2009 - Current||7|
|Stout Causey Capital Corp||Sparks, MD||Aug 2007 - Current||10|
|Stout Causey & Horning Pa||Hunt Valley, MD||Feb 1999 - Current||18|
|Sc&h Financial Advisors, Inc.||Sparks, MD||Feb 1999 - Current||18|
|1st Global Insurance Services, Inc.||Hunt Valley, MD||Mar 2006 - Nov 2009||3|
|1st Global Advisors, Inc.||Hunt Valley, MD||Mar 2002 - Nov 2009||7|
|1st Global Capital Corp||Hunt Valley, MD||Oct 2001 - Nov 2009||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2002|
Total Assets Under Management258MILLIONS
Total Number of Accounts903ACCOUNTS
Average Account Value$285,506
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
MD, NH, PA, TX, VA