Jeffery Robinson (CRD# 3058621) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Troy, NC and has over 25 years of experience in the finance industry.
CRD# 5377749
Wealthshield Partners, LLC
CRD# 2108700
Avantax Advisory Services
CRD# 5620095
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Bancorp | Troy, NC | Nov 2016 - Current | 7 |
| Infinex Investments, Inc. | Meriden, CT | Jan 2015 - Current | 9 |
| Community One | Asheboro, NC | May 2011 - Nov 2016 | 5 |
| Lpl Financial LLC | Asheboro, NC | Oct 2011 - Jan 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2017 |
- NC
-
Total Assets Under Management3,627MILLIONS
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Total Number of Accounts8,478ACCOUNTS
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Average Account Value$427,771
- 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
- 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, VI, VT, WA, WI, WV, WY
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