James Robison, financial advisor Greenwood IN

James Robison

CRD Number: 1463301
Current Firm: Wellth Advisory Services, LLC

James Robison (CRD# 1463301) is an Investment Advisor Representative working at Wellth Advisory Services, LLC in Greenwood, IN and has over 38 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Wellth Advisory Services, LLC Shorewood, IL Jun 2024 - Current < 1
Global Retirement Partners, LLC San Rafael, CA Apr 2019 - Jun 2024 5
Kestra Financial Services, Inc. Austin, TX Apr 2016 - Apr 2019 3
Nfp Securities, Inc. Indianapolis, IN Sep 2004 - Apr 2016 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1986
S65 NASAA Investment Advisors Law Examination Dec 1999
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 James D. Robison
Phone Number: 866-777-4015
Firm Website: http://www.srpretire.com
Registered State(s):
  • IL
  • IN
  • KY
  • MO
  • OH
Current Firm Details
Wellth Advisory Services, LLC
Firm's CRD Number: 330537
By the Numbers
  • Total Assets Under Management
    21,912
    MILLIONS
  • Total Number of Accounts
    3,051
    ACCOUNTS
  • Average Account Value
    $7,182,067
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, WI, WV

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