Brian Robson
Brian Robson is a registered investment advisor at Planmember Securities Corporation, based in Henrico, VA, with 39 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Location
Henrico, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brian is a representative at Orenduff & Associates, dedicating about half his time to investments and securities sales. He also owns Robson Financial Legacies, LLC, where he sells insurance products and provides related services, taking nearly full-time hours. Brian also serves on the board for two organizations and is on the executive committee for another, dedicating minimal time to each.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Securities America, INC.Broker
Next Financial Group, INC.Broker
Oneamerica Securities, INC.Broker
Nationwide Securities, LLCBroker
1717 Capital Management CompanyBroker
Jefferson Pilot Securities CorporationBroker
Jefferson-Pilot Investor Services, INC.Broker
Mony Securities CORP.Broker
State Registrations1 state
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