Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles David Robinson is an investment advisor representative with Keel Point, LLC, located in Cave Creek, Arizona. Charles has been in the industry since 1980 and has been registered with the state of Arizona since 2023. Charles is a Certified Financial Planner and has passed the Series 1, Series 7, Series 24, Series 26, Series 63, and SIE exams. Charles has also been employed by Northwestern Mutual Investment Services, LLC, VALIC Investment Services Company, and The Variable Annuity Marketing Company. Charles is also involved in other businesses including Wealth Planning Consultants, LLC, A+ College Planning Advisors, LLC, Montebello Investors, LLC, and CCR Advisors, LLC. Keel Point, LLC is a Registered Investment Advisor and has offices in Huntsville, Alabama and Cave Creek, Arizona. Keel Point, LLC manages approximately $2.9 billion in assets for individuals, businesses, charities, and other entities.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting service to third-party ria
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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AZ
03/06/2023 - Present
Keel Point, LLC (Cave Creek AZ)
AZ
03/08/2011 - 01/09/2015
WFG INVESTMENTS, INC. (CHANDLER AZ)
WI
11/20/2008 - 01/28/2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEW BERLIN WI)
WI
06/20/2001 - 12/19/2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
TX
06/20/1997 - 06/17/1999
VALIC INVESTMENT SERVICES COMPANY (HOUSTON TX)
TX
05/20/1980 - 06/17/1999
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
BC
Issued 11/20/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2012
Series 24 - General Securities Principal Examination
BC
Issued 12/20/1990
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/09/2015
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/13/1980
Series 1 - Registered Representative Examination
Active
Inactive
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