Jeffry Robinson is a CFP-designated registered investment advisor, based in Burnsville, MN, with 30 years of industry experience. Jeffry is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Burnsville, MN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffry is the owner and sole proprietor of Family Financial Services, offering tax preparation and accounting services since 1992. This takes nearly full-time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
H.D. Vest Investment ServicesBroker
PFS Investments INC.Broker
State Registrations6 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.
Exams
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