Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Conrad? Claim Your ProfileConrad Banks Robinson is a financial advisor with Davenport & Co. LLC, a firm with over 200 employees. Conrad has worked in the financial industry since 2018 and holds the Series 7TO, Series 9, Series 10, and Series 66 licenses. Conrad has experience working with individuals, high-net-worth individuals, corporations, businesses, partnerships, and charitable organizations. Conrad's previous experience includes roles with Truist Investment Services, Inc., and BB&T Securities, LLC.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
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.
Earned based on transactions or products sold.
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.
12b-1 fees and/or shareholder servicing fees
1
2
VA
03/28/2022 - Present
Davenport & Co. LLC (RICHMOND VA)
VA
02/17/2021 - 01/03/2022
TRUIST INVESTMENT SERVICES, INC. (RICHMOND VA)
VA
02/23/2021 - 06/29/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
08/24/2020 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
BOTH
Issued 03/28/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/26/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/10/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/24/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/01/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Conrad Robinson is the right advisor for you? Invested Better is here to help.
