Bonnie Robinson
Bonnie Robinson is a registered investment advisor at Cetera Investment Advisers LLC, based in Godley, TX, with 27 years of industry experience. Bonnie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Godley, TX
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bonnie sells and services equity indexed annuities through Avantax Insurance Agency LLC and sells Rodan and Fields products. She also works as a financial advisor, tax accountant, and tax manager, spending nearly full-time hours on tax preparation and accounting.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Financial Network Investment CorporationBroker
American General Securities IncorporatedBroker
Terra Securities CorporationBroker
Hochman & Baker Securities, INC.Broker
State Registrations8 states
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