CR
CR

Charles Robinson

22 Years of Experience
Anniston, AL
Broker

Charles Robinson is a registered investment advisor at Cetera Investment Advisers LLC, based in Anniston, AL, with 22 years of industry experience. Charles 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

930 Wilmer Avenue, Anniston, AL, 36202

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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

Charles is a councilman for Hokes Bluff City Council, reviewing city goals, projects, infrastructure, finances, and planning. This activity is not securities related.

Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2014 - Present · 12 yrs 4 mos
Cetera Investment Services LLCBroker
February 2013 - Present · 13 yrs 3 mos
Previous Registrations
Cetera Investment Services LLC
February 2013 - January 2014 · 11 mos
Bbva Wealth Solutions INC.
October 2010 - February 2013 · 2 yrs 4 mos
St Johns Wealth Management
August 2010 - October 2010 · 2 mos
Bbva Compass Investment Solutions, INCBroker
August 2010 - February 2013 · 2 yrs 6 mos
Bb&t Investment Services, INC.Broker
February 2010 - July 2010 · 5 mos
Bbva Compass Investment Solutions, INC.
August 2009 - February 2010 · 6 mos
Bbva Compass Investment Solutions, INCBroker
January 2005 - February 2010 · 5 yrs 1 mo
A. G. Edwards & Sons, INC.Broker
December 2003 - January 2005 · 1 yr 1 mo
State Registrations6 states
ALGAMAMSNCSC
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.