Gerard RobinsonCRD Number: 1830261
Current Firm: Capital Analysts
Gerard Robinson (CRD# 1830261) is an Investment Advisor Representative working at Capital Analysts in Braintree, MA and has over 29 years of experience in the finance industry. Gerard Robinson 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.
Walnut Hill Advisors, LLC
Commonwealth Financial Network
|Lincoln Investment||Quincy, MA||Jun 2012 - Current||5|
|Capital Analysts/fidelity Mutual||Radnor, PA||Apr 1988 - Current||30|
|Capital Analysts, Incorporated||Quincy, MA||May 1987 - Current||30|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1988|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management3,818MILLIONS
Total Number of Accounts16,117ACCOUNTS
Average Account Value$236,916
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV
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