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Adam Robinson

26 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
3151 advisors
Number of Clients
399,450 clients
Average Client Portfolio
$525K average
Assets Under Management
$209.7B

Fee Structure

Minimum Investment:$1K
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Location

Longmont, CO

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Adam sells fixed insurance products, dedicating about 10% of his time to this activity. He is also the President and owner of Seven Wealth, LLC, spending all of his time on this investment-related business, and offers tax preparation services, which takes minimal time. Finally, Adam owns Chill303, LLC, a cryotherapy and instasculpting business, but spends no time on it.

Employment History
Current Registrations
Commonwealth Financial Network
April 2005 - Present · 20 yrs 10 mos
Commonwealth Financial NetworkBroker
April 2005 - Present · 20 yrs 10 mos
Previous Registrations
Linsco/private Ledger CORP.
January 2003 - April 2005 · 2 yrs 3 mos
Linsco/private Ledger CORP.Broker
December 2002 - April 2005 · 2 yrs 4 mos
American Express Financial Advisors INC.Broker
November 1994 - June 1998 · 3 yrs 7 mos
Ids Life Insurance CompanyBroker
November 1994 - June 1998 · 3 yrs 7 mos
State Registrations5 states
COKSMONYTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.