Edward Robinson, financial advisor Homewood AL

Edward Robinson

CRD Number: 1405212
Current Firm: Pnc Investments

Edward Robinson (CRD# 1405212) is an Investment Advisor Representative working at Pnc Investments in Homewood, AL and has over 38 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments LLC Birmingham, AL Feb 2022 - Current 2
Sagepoint Financial, Inc. Birmingham, AL Feb 2018 - Jan 2022 3
Penn Mutual Life Insurance Horsham, PA Aug 2017 - Dec 2018 1
Hornor Townsend & Kent Inc. Horsham, PA Aug 2017 - Dec 2018 1
Edward Jones St Louis, MO Jan 2013 - Aug 2017 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1985
S66 NASAA Uniform Combined State Law Examination Feb 2011
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Edward G. Robinson
Phone Number: 800-762-6111
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    21,630
    MILLIONS
  • Total Number of Accounts
    152,386
    ACCOUNTS
  • Average Account Value
    $141,941
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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