Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Michael Robinson is a financial advisor with over 30 years of experience in the industry. David is a CERTIFIED FINANCIAL PLANNER™ professional and has worked with clients from a variety of backgrounds, including individuals, families, businesses, and charitable organizations. Currently, David is affiliated with CG Advisory Services, a firm that provides financial planning, investment management, and retirement planning services. David has a broad range of experience in the financial services industry. Prior to joining CG Advisory Services, David held positions at Geneos Wealth Management, Inc., WFG Investments, Inc., Invest Financial Corporation, Comprehensive Asset Management and Servicing, Inc., Multi-Financial Securities Corporation, Vestax Securities Corporation, American United Life Insurance Company, AUL Equity Sales Corp., Cambridge Investment Research, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. David has a strong track record of providing sound financial advice and helping his clients achieve their financial goals.
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.
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.
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VA
02/09/2011 - Present
CG Advisory Services (RICHMOND VA)
VA
08/29/2017 - 04/27/2023
GENEOS WEALTH MANAGEMENT, INC. (RICHMOND VA)
VA
05/04/2015 - 09/01/2017
WFG INVESTMENTS, INC. (NORTH CHESTERFIELD VA)
VA
11/11/2009 - 05/05/2015
INVEST FINANCIAL CORPORATION (RICHMOND VA)
NJ
05/06/2008 - 07/13/2009
COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (ROCKAWAY NJ)
MI
01/01/2004 - 05/08/2008
MULTI-FINANCIAL SECURITIES CORPORATION (TROY MI)
OH
10/17/2000 - 01/01/2004
VESTAX SECURITIES CORPORATION (HUDSON OH)
IN
12/22/1999 - 10/30/2001
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
IN
12/22/1999 - 11/16/2000
AUL EQUITY SALES CORP. (INDIANAPOLIS IN)
IA
07/08/1999 - 12/22/1999
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
OH
12/15/1997 - 04/14/1999
VESTAX SECURITIES CORPORATION (HUDSON OH)
MN
05/31/1991 - 10/31/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/31/1991 - 10/31/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 06/07/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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