Visa Robison is a registered investment advisor, based in Beaumont, TX, with 23 years of industry experience.
Location
555 Dowlen Rd, Beaumont, TX, 77706
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Cetera Investment Services LLCBroker
June 2023 - Present · 2 yrs 11 mos
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Raymond James Financial Services, INC.Broker
June 2022 - June 2023 · 1 yr
Raymond James Financial Services Advisors, INC
June 2022 - June 2023 · 1 yr
PNC Investments
August 2021 - June 2022 · 10 mos
PNC InvestmentsBroker
August 2021 - June 2022 · 10 mos
PNC Managed Account Solutions, INC.
April 2015 - August 2021 · 6 yrs 4 mos
Bbva Securities INC.Broker
May 2013 - August 2021 · 8 yrs 3 mos
Bbva Compass Investment Solutions, INCBroker
July 2009 - May 2013 · 3 yrs 10 mos
Capital One Investment Services LLCBroker
May 2008 - June 2009 · 1 yr 1 mo
Capital One Investments, LLCBroker
July 2002 - May 2008 · 5 yrs 10 mos
State Registrations3 states
ARLATX
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.