linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Brian David Robinson

Sharpepoint, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Brian? Claim Your Profile

About Brian David Robinson

Brian David Robinson is a financial advisor with Sharpepoint, LLC. Brian has been in the financial industry for over 20 years and has experience working with a variety of clients, including individuals, families, and businesses. Brian is a Certified Financial Planner™ and holds the Series 63, Series 66 and Series 7 securities licenses. Brian is also a Registered Representative with the state of Arizona.

Firm Information

Brian Robinson is currently registered with Sharpepoint, LLC. Sharpepoint, LLC is an investment advisor based in Phoenix, Arizona. The firm manages over $147 million in assets for a variety of clients, including individuals, high-net-worth individuals, pooled investment vehicles, charitable organizations, and pension and profit-sharing plans. Sharpepoint provides financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles.
Sharpepoint, LLC

5090 N. 40TH STREET

PHOENIX, AZ 85018

$147.95M

Assets Under Management

3

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Brian Robinson’s Registration & Firm History

AZ

06/25/2019 - Present

Sharpepoint, LLC (PHOENIX AZ)

AZ

10/22/2012 - 01/17/2018

LPL FINANCIAL LLC (PHOENIX AZ)

AZ

09/14/2001 - 10/29/2012

WADDELL & REED, INC. (SCOTTSDALE AZ)

TX

01/12/2001 - 07/05/2001

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

Not sure if Brian David Robinson is right for you?

Licenses & Designations

BOTH

Issued 05/20/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/19/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/17/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/11/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Brian David Robinson. Review regulatory record here.
Not sure if Brian David Robinson is right for you?