Beverly Robinson
Beverly Robinson is a registered investment advisor at Axion Wealth Advisors, based in Baton Rouge, LA, with 27 years of industry experience. Beverly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 87 clients with $59M 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 | 1.25% |
Fees are negotiable.
Fee Estimator
Location
Baton Rouge, LA
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2011Other Business ActivitiesSells Insurance
Beverly is a registered investment advisor representative (IAR) doing business as Jackey Robinson Group through Integrated Wealth Concepts, LLC, dedicating full-time hours to this role. Beverly is also an independent licensed insurance agent.
Employment History
Current Registrations
Axion Wealth Advisors
Previous Registrations
Integrated Wealth Concepts LLC
Laurel Wealth Advisors, INC.
Laurel Wealth Advisors, INC.
Ameriprise Financial Services, INC.
Wells Fargo Investments, LLC
Banc of America Investment Services, INC.
State Registrations2 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.