Dane Robison is a registered investment advisor, based in Morgan City, LA, with 15 years of industry experience.
Location
1234 David Drive, Suite 100, Morgan City, LA, 70380
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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 →Other Business ActivitiesSells Insurance
Dane owns Robison Wealth Management, LLC, a firm for securities, advisory, and insurance business. He spends all of his time during business hours on this investment-related activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
July 2025 - Present · 10 mos
Raymond James Financial Services, INC.Broker
July 2025 - Present · 10 mos
Previous Registrations
Commonwealth Financial Network
February 2023 - July 2025 · 2 yrs 5 mos
Commonwealth Financial NetworkBroker
February 2023 - July 2025 · 2 yrs 5 mos
Edward Jones
July 2010 - March 2023 · 12 yrs 8 mos
Edward JonesBroker
July 2010 - March 2023 · 12 yrs 8 mos
State Registrations4 states
FLINLATX
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.