RD
RD

Robin Drummond

15 Years of Experience
Bristol, VA
May Earn Commission

Robin Drummond is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bristol, VA, with 15 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

125 Walling Rd, Bristol, VA, 24201

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Robin works as a registered sales assistant and client administrator for Trinitas Wealth Management since 2020, dedicating about half their time to this role. A significant portion of this time is during trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2019 - Present · 6 yrs 7 mos
Previous Registrations
Raymond James Financial Services, INC.Broker
October 2019 - October 2021 · 2 yrs
Wells Fargo Clearing Services, LLC
July 2011 - October 2019 · 8 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
July 2011 - October 2019 · 8 yrs 3 mos
Edward Jones
December 2009 - August 2010 · 8 mos
Edward JonesBroker
December 2009 - August 2010 · 8 mos
State Registrations2 states
TNVA
Advisor

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.
Robin Drummond - Financial Advisor | TrueAdvisor