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David Robbins

Bestvest Investments, Ltd.

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About David Robbins

David Robbins is a financial professional with over five years of experience in the financial services industry. David is currently registered with Bestvest Investments, Ltd. in Media, Pennsylvania. David has held previous positions with Cambridge Investment Research, Inc. and Prudential Annuities Distributors, Inc.. David is a Series 6 and Series 63 licensed representative. He is also licensed in New Jersey and Pennsylvania. David specializes in financial planning and portfolio management for individuals.

Firm Information

David Robbins is currently registered with Bestvest Investments, Ltd.. Bestvest Investments, Ltd. is a Corporation registered with the SEC and in 50 states. Founded in 1995, the firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and banking or thrift institutions. With 121 clients and approximately $75,186,176 in regulatory assets under management, Bestvest Investments is committed to helping clients achieve their financial goals.

$75.19M

Assets Under Management

5

Total Clients

16

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.

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financial planning services

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

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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.

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fixed fees

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

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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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David Robbins’s Registration & Firm History

PA

10/24/2019 - Present

Bestvest Investments, Ltd. (MEDIA PA)

PA

03/06/2017 - 09/27/2019

CAMBRIDGE INVESTMENT RESEARCH, INC. (Willow Grove PA)

PA

12/09/2014 - 01/25/2017

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (DRESHER PA)

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Licenses & Designations

BC

Issued 12/30/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/09/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Robbins.
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