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Christopher Robinson

23 Years of Experience
Clearwater, FL
2 DisclosuresBroker

Christopher Robinson is a registered investment advisor at Transamerica Retirement Advisors, LLC, based in Clearwater, FL, with 23 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 212,858 clients with $16B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
299 advisors
Number of Clients
212,858 clients
Average Client Portfolio
$76K average
Assets Under Management
$16.2B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $150K0.95%
$150K - $1000K0.90%
$1M+0.80%

You may qualify for a breakpoint fee reduction based upon certain products and/or services purchased and held through Transamerica. The fee breakpoint or discount, if attained, is applied to the entire balance of the account, not only the portion of the account that exceeds the breakpoint.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Clearwater, FL

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History

Regulatory History (2)
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Customer Dispute
September 2016
Denied
Criminal
June 1994
Final Disposition
Employment History
Current Registrations
Transamerica Retirement Advisors, LLC
February 2019 - Present · 7 yrs 5 mos
Transamerica Investors Securities, LLC
January 2019 - Present · 7 yrs 6 mos
Transamerica Investors Securities, LLCBroker
January 2019 - Present · 7 yrs 6 mos
Previous Registrations
T. Rowe Price Advisory Services, INC.
April 2016 - January 2019 · 2 yrs 9 mos
T. Rowe Price Investment Services, INC.Broker
April 2016 - January 2019 · 2 yrs 9 mos
Edward Jones
September 2012 - February 2016 · 3 yrs 5 mos
Edward JonesBroker
August 2012 - February 2016 · 3 yrs 6 mos
Franklin/templeton Distributors, INC.Broker
December 2003 - April 2012 · 8 yrs 4 mos
Franklin/templeton Distributors, INC.Broker
August 1998 - December 1999 · 1 yr 4 mos
State Registrations52 states
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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.