Robert Robinson, financial advisor Johns Creek GA

Robert Robinson

CRD Number: 3120754
Current Firm: Confidant Financial Solutions, LLC

Robert Robinson (CRD# 3120754) is an Investment Advisor Representative working at Confidant Financial Solutions, LLC in Johns Creek, GA and has over 25 years of experience in the finance industry. Robert Robinson 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.

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Professional Designations
Company Name Location Dates Years
Confidant Financial Solutions, LLC Johns Creek, GA Aug 2015 - Current 8
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Aug 2015 < 1
Morgan Stanley Alpharetta, GA Mar 2010 - Aug 2015 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
S65 NASAA Investment Advisors Law Examination Oct 1998
Contact Info for Robert W. Robinson
Phone Number: 678-983-5883
Registered State(s):
  • GA
Current Firm Details
Confidant Financial Solutions, LLC
Firm's CRD Number: 281048
By the Numbers
  • Total Assets Under Management
    34
    MILLIONS
  • Total Number of Accounts
    158
    ACCOUNTS
  • Average Account Value
    $217,400
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

GA

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