Ryan Robinson (CRD# 4814406) is an Investment Advisor Representative working at Balboa Wealth Partners, Inc. in Tucson, AZ and has over 19 years of experience in the finance industry.
CRD# 4701550
Ubs Financial Services Inc.
CRD# 3272252
Edward Jones
CRD# 4840087
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Balboa Wealth Partners Inc. | Scottsdale, AZ | Feb 2022 - Current | 2 |
Robinson & Shumaker Wealth Management | Tucson, AZ | Apr 2019 - Current | 5 |
First Financial Equity Corp | Tucson, AZ | Jan 2015 - Feb 2022 | 7 |
Linsco/private Ledger Corp. | Saddlebrooke, AZ | Jun 2004 - Oct 2014 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2004 |
S65 | NASAA Investment Advisors Law Examination | Mar 2015 |
- AZ
-
Total Assets Under Management661MILLIONS
-
Total Number of Accounts1,851ACCOUNTS
-
Average Account Value$357,094
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, IL, NJ, NV, NY, OR, TN, TX, UT, WA
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