Robin Woodell is a CFP-designated registered investment advisor, based in Charlotte, NC, with 19 years of industry experience. Robin is also registered as a broker, so some compensation may come from commissions on products sold.
Location
1100 Kenilworth Ave, Suite 210, Charlotte, NC, 28204
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Regulatory History
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
Robin is an agent at Strategic Planning Group and the proprietor/owner of Emerald Financial Group, both multi-line insurance brokerages, dedicating nearly full-time hours to each. Robin also works as a sales consultant for Rodan & Fields, a skincare company, spending minimal time, and is a board member of the National Advisory Council-PML & HTK, spending a few hours per week.
Employment History
Current Registrations
Maplewood Investments, INC.
Miai, INC.
Blueprint Financial Advisors
Maplewood Investments, INC.Broker
Previous Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations4 states
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
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