RV
RV

Robin Virden

29 Years of Experience
Ormond Beach, FL
Broker

Robin Virden is a registered investment advisor at Wells Fargo Advisors, based in Ormond Beach, FL, with 29 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1200 W Granada Blvd, Unit 6B, Ormond Beach, FL, 32174

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Robin is the sole member of Adams Swallen Family LLC, which rents farmland to a local farmer. Robin is also involved with a trust in Florida.

Employment History
Current Registrations
Wells Fargo Advisors
June 2024 - Present · 2 yrs 1 mo
Wells Fargo Advisors Financial Network, LLCBroker
May 2024 - Present · 2 yrs 2 mos
Previous Registrations
Morgan Stanley
April 2018 - July 2023 · 5 yrs 3 mos
Morgan StanleyBroker
April 2018 - July 2023 · 5 yrs 3 mos
Suntrust Advisory Services, INC.
December 2016 - April 2018 · 1 yr 4 mos
Suntrust Investment Services, INC.
November 2016 - December 2016 · 1 mo
Suntrust Investment Services, INC.Broker
November 2016 - April 2018 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2004 - February 2016 · 11 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2004 - February 2016 · 11 yrs 10 mos
Firstmerit Securities, INC.Broker
February 2002 - September 2003 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2001 - February 2002 · 3 mos
Natcity Insurance Services, INC.Broker
April 2000 - January 2001 · 9 mos
Natcity Investments, INC.Broker
April 2000 - January 2001 · 9 mos
Mcdonald Investments INC.Broker
May 1999 - May 2000 · 1 yr
Key Investments INC.Broker
March 1995 - May 1999 · 4 yrs 2 mos
Society Investments, INC.Broker
January 1994 - March 1995 · 1 yr 2 mos
State Registrations40 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.