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Brian Robison

29 Years of Experience
Salt Lake City, UT
1 DisclosureBroker

Brian Robison is a registered investment advisor at Wells Fargo Advisors, based in Salt Lake City, UT, with 29 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

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

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Location

299 S Main St 7th Fl, [Mk/Me-Rbo], Salt Lake City, UT, 84111

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History

Regulatory History (1)
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Judgment / Lien
May 2026
Employment History
Current Registrations
Wells Fargo Advisors
July 2011 - Present · 15 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
July 2011 - Present · 15 yrs 3 mos
Previous Registrations
Chase Investment Services CORP.Broker
May 2009 - July 2011 · 2 yrs 2 mos
Chase Investment Services CORP.
May 2009 - July 2011 · 2 yrs 2 mos
Wamu Investments, INC.Broker
August 2004 - May 2009 · 4 yrs 9 mos
Wamu Investments, INC.
August 2004 - May 2009 · 4 yrs 9 mos
Bancwest Investment Services, INC.Broker
October 2003 - August 2004 · 10 mos
Zions Investment Securities, INC
February 2003 - October 2003 · 8 mos
Zions Investment Securities, INC.Broker
May 2001 - October 2003 · 2 yrs 5 mos
Edward JonesBroker
March 1999 - May 2001 · 2 yrs 2 mos
Zions Investment Securities, INC.Broker
June 1997 - April 1999 · 1 yr 10 mos
Olde Discount CorporationBroker
March 1997 - May 1997 · 2 mos
State Registrations2 states
NVUT
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.
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