AR
CFP · ChFC
AR
CFP · ChFC

Angela Nicole Kennedy Robinson

18 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningInsurance Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
223 advisors
Number of Clients
6,062 clients
Average Client Portfolio
$201K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$50K
Loading...

Location

106 South Seaman, Eastland, TX, 76448

Get directions

History

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 →
Other Business ActivitiesSells Insurance

Angela is involved in several business activities, including equine care and training, serving as a partner in Smart Money Group LLC (an RIA), Kennedy Financial Services (financial advice and insurance), Briscoe and Associates LLC (tax preparation), Guided Planning Solutions LLC (paraplanning services), and T&G Strategic Partners, LLC (financial planning/advice). She also owns rental properties and is a registered representative with Calton & Associates.

Employment History
Current Registrations
Calton & Associates, INC.
July 2016 - Present · 9 yrs 7 mos
Calton & Associates, INC.Broker
July 2016 - Present · 9 yrs 7 mos
Smart Money Group, LLC
July 2016 - Present · 9 yrs 7 mos
Previous Registrations
Vsr Advisory Services
May 2007 - July 2016 · 9 yrs 2 mos
Vsr Financial Services, INC.Broker
February 2007 - July 2016 · 9 yrs 5 mos
State Registrations3 states
AZMTTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Angela Nicole Kennedy Robinson - Financial Advisor | TrueAdvisor