Robin Fenn is a registered investment advisor, based in Helotes, TX, with 26 years of industry experience.
Location
13835 Magnolia Way, Suite A, Helotes, TX, 78023
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Regulatory History (1)
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Customer Dispute
January 2019Denied
Other Business Activities
Robin is an officer (Vice President) at Dominion Wealth and Retirement and an independent contractor at Oak Crest Advisors, both since 2021. Robin works as a financial advisor at both companies, dedicating about a quarter to about half of their time to each.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
September 2021 - Present · 5 yrs
Raymond James Financial Services Advisors, INC
September 2021 - Present · 5 yrs
Previous Registrations
Edward Jones
July 2013 - September 2021 · 8 yrs 2 mos
Edward JonesBroker
April 2013 - September 2021 · 8 yrs 5 mos
American Funds Distributors, INC.Broker
October 1998 - February 2012 · 13 yrs 4 mos
State Registrations11 states
CACOFLIDILMNNYOHTXVAWA
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.