RM
RM

Robinson Martin

28 Years of Experience
Sells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
1,487 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

3455 Peachtree Road Ne, Suite 1500, Atlanta, GA, 30326-3280

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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 ActivitiesSells Insurance

Robinson is an agent at Forge Consulting LLC, an insurance agency and the parent company of Advocacy Wealth Management, since 2018. He dedicates a few hours per week to servicing and placing insurance products.

Employment History
Current Registrations
Advocacy Wealth Management, LLC
February 2019 - Present · 7 yrs
Previous Registrations
PNC Investments
April 2016 - December 2016 · 8 mos
PNC InvestmentsBroker
April 2016 - December 2016 · 8 mos
E*trade Capital Management, LLC
January 2014 - January 2016 · 2 yrs
E*trade Securities LLCBroker
January 2014 - January 2016 · 2 yrs
Suntrust Investment Services, INC.
July 2013 - December 2013 · 5 mos
Suntrust Investment Services, INC.Broker
July 2013 - December 2013 · 5 mos
Suntrust Investment Services, INC.
October 2010 - January 2013 · 2 yrs 3 mos
Suntrust Investment Services, INC.Broker
October 2010 - January 2013 · 2 yrs 3 mos
Charles Schwab & CO., INC.
April 2003 - July 2010 · 7 yrs 3 mos
Charles Schwab & CO., INC.Broker
February 1999 - July 2010 · 11 yrs 5 mos
Fsc Securities CorporationBroker
August 1998 - February 1999 · 6 mos
Waterhouse Securities, INC.Broker
January 1995 - July 1998 · 3 yrs 6 mos
Gruntal & CO. IncorporatedBroker
October 1994 - January 1995 · 3 mos
Oppenheimer & CO., INC.Broker
July 1994 - September 1994 · 2 mos
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.