Gordon Robinson
Gordon Robinson is a registered investment advisor at Osaic Wealth, INC., based in Tulsa, OK, with 41 years of industry experience. Gordon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
3314 E. 51st Street, Suite S, Tulsa, OK, 74135
Get directionsHistory
Regulatory History (3)
Customer Dispute
August 2017Criminal
January 1976Criminal
December 1971Other Business ActivitiesSells Insurance
Gordon is the President of Investments By Design Group, Inc. and the owner of Investment Designers of Tulsa, Inc., where he works as an independent insurance broker selling life, health, and disability income insurance. He also owns rental properties and is involved with the Financial Planning Association of Tulsa and Harvest House.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
Anderson, Bryant & CO.Broker
Philadelphia Life Asset Planning CompanyBroker
Fitzgerald, Dearman & Roberts, INC.Broker
State Registrations30 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.