Michael RobinsonCRD Number: 3054006
Current Firm: Wells Fargo Clearing Services, LLC
Michael Robinson (CRD# 3054006) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Chamblee, GA and has over 19 years of experience in the finance industry.
Terra Firma Financial LLC
Independent Financial Partners
Pragmatic Financial Strategies, Inc.
|Wells Fargo Clearing Services, LLC||Atlanta, GA||Nov 2016 - Current||1|
|Wells Fargo Advisors, LLC||Atlanta, GA||Aug 2015 - Nov 2016||1|
|Pnc Investments||Pittsburgh, PA||Nov 2011 - Aug 2015||3|
|Flagstar Bank||Norcross, GA||Jan 2010 - Nov 2011||1|
|Unemployed||Norcross, GA||Jun 2009 - Jan 2010||< 1|
|Navy Federal Credit Union||Snellville, GA||Jul 2008 - Jun 2009||< 1|
|Navy Federal Asset Management LLC||Herndon, VA||Jul 2008 - Jun 2009||< 1|
|Navy Federal Brokerage Services, LLC||Herndon, VA||Jul 2008 - Jun 2009||< 1|
|Princor Financial Services Corp||Atlanta, GA||Jul 2005 - Jun 2008||2|
|Principal Life Insurance Co||Atlanta, GA||Jun 2005 - Jun 2008||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1998|
|S65||NASAA Investment Advisors Law Examination||Jan 2003|
Total Assets Under Management409,716MILLIONS
Total Number of Accounts1,359,521ACCOUNTS
Average Account Value$301,368
- 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, 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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