Robin Harrell (CRD# 4632057) is an Investment Advisor Representative working at Missionsquare Retirement in Williamsburg, VA and has over 2 years of experience in the finance industry. Robin Harrell 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.
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2605269
Davenport & Company LLC
CRD# 2396863
Pathway Financial Planning, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Icma-rc | Washington, DC | Jun 2018 - Current | 5 |
| Uber | Williamsburg, VA | Oct 2017 - May 2018 | < 1 |
| No More Chasin Tails | Newport News, VA | Dec 2014 - Jul 2017 | 2 |
| Raymond James Financial Services, Inc. | Williamsburg, VA | Sep 2012 - Nov 2014 | 2 |
| Monarch Bank | Williamsburg, VA | Sep 2012 - Nov 2014 | 2 |
| Raymond James Financial Services Advisors Inc. | Williamsburg, VA | Sep 2012 - Nov 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2022 |
- DC
- VA
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Total Assets Under Management668MILLIONS
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Total Number of Accounts1ACCOUNTS
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Average Account Value$668,171,497
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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