Robert Robinson, financial advisor Suwanee GA
96 score

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 Suwanee, GA and has over 18 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.

Similar Advisors
Alan Thomson, financial advisor Suwanee GA
Alan D. Thomson
CRD# 3020755
Terra Firma Financial LLC
Score
105
Similar Advisors
Matthew Fassnacht, financial advisor Suwanee GA
Matthew A. Fassnacht
CRD# 5935670
Meridian Investment Partners
Score
103
Similar Advisors
Edward Wilcox, financial advisor Suwanee GA
Edward J. Wilcox
CRD# 4914715
Rollins Financial Inc.
Score
103
Professional Designations
Company Name Location Dates Years
Confidant Financial Solutions, LLC Johns Creek, GA Aug 2015 - Current 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Aug 2015 < 1
Morgan Stanley Alpharetta, GA Mar 2010 - Aug 2015 5
Morgan Stanley Atlanta, GA Jun 2009 - Mar 2010 < 1
Citigroup Global Markets Inc. Atlanta, GA Apr 2005 - Jun 2009 4
Southern Illinois University Edwardsville, IL Sep 1995 - Oct 2007 12
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
    15
    MILLIONS
  • Total Number of Accounts
    93
    ACCOUNTS
  • Average Account Value
    $161,828
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.