RH
CFP
RH
CFP

Robert Hoskin

45 Years of Experience
Washington, PA
Broker

Robert Hoskin is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Washington, PA, with 45 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

1150 Washington Rd, Washington, PA, 15301

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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.

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Other Business Activities

Robert is the president of Hoskin since 2013, dedicating minimal time. He is also an employee of Poach, Koury & Associates LLC since October 2023, spending about 10-20% of his time there.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
January 2013 - Present · 13 yrs 4 mos
Ameriprise Financial Services, LLC
January 2013 - Present · 13 yrs 4 mos
Ameriprise Financial Services, LLCBroker
January 2013 - Present · 13 yrs 4 mos
Previous Registrations
RBC Capital Markets, LLC
April 2011 - January 2013 · 1 yr 9 mos
RBC Capital Markets, LLCBroker
March 2009 - January 2013 · 3 yrs 10 mos
RBC Capital Markets Corporation
March 2009 - July 2009 · 4 mos
Ferris, Baker Watts, LLC
November 2002 - March 2009 · 6 yrs 4 mos
Ferris, Baker Watts, LLCBroker
June 1999 - March 2009 · 9 yrs 9 mos
First Union Capital Markets CORP.Broker
January 1991 - June 1999 · 8 yrs 5 mos
Butcher & Singer INC.Broker
July 1990 - January 1991 · 6 mos
Lehman Brothers INC.Broker
April 1988 - August 1990 · 2 yrs 4 mos
E. F. Hutton & Company INCBroker
July 1980 - April 1988 · 7 yrs 9 mos
State Registrations4 states
FLNCPAWA
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.
Robert Hoskin - Financial Advisor | TrueAdvisor