Lee R. Robinson & Associates

Lee R. Robinson & Associates (CRD# 136458) is a financial advisory firm headquartered in Stockton, CA. They manage $6,000,000 in 44 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
5250 Claremont Avenue, Suite 218, Stockton, CA 95207
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    44
    ACCOUNTS
  • Average Account Value
    $136,364
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Lee R. Robinson & Associates
Showing 1 - 1 of 1 top financial advisors.
1
Lee Robinson, financial advisor Stockton CA
Lee R. Robinson
CRD#: 849855
5250 Claremont Avenue, Suite 218, Stockton, CA 95207

Lee Robinson (CRD# 849855) is an Investment Advisor Representative working at Lee R. Robinson & Associates in Stockton, CA and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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