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David Wayne Robinette

U.s. Bancorp Investments, Inc.

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About David Wayne Robinette

David Robinette is a financial professional with over 20 years of experience in the industry. David is currently registered with U.S. Bancorp Investments, Inc. and has worked in various roles at different firms, including WELLS FARGO SECURITIES, LLC and BANC OF AMERICA SECURITIES LLC. David holds licenses including Series 7, 24, 63, 99TO, and SIE. David is based in Charlotte, North Carolina.

Firm Information

David Robinette is currently registered with U.s. Bancorp Investments, Inc.. U.S. Bancorp Investments, Inc. is a corporation that provides financial planning, portfolio management, and other investment advisory services. Formed in 1974, the firm has approximately $1 billion - $10 billion in assets under management and is registered with the SEC and in all 50 states. The firm's main office is located in Saint Paul, Minnesota.
U.s. Bancorp Investments, Inc.

60 LIVINGSTON AVENUE

SAINT PAUL, MN 55107

$15.87B

Assets Under Management

3,360

Total Clients

1,960

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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percentage of assets

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

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other

12b-1,networking&shareholder serv,product partner arrangements

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David Robinette’s Registration & Firm History

NC

03/10/2023 - Present

U.s. Bancorp Investments, Inc. (Charlotte NC)

NC

08/21/2007 - 12/01/2022

WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)

NY

01/23/2004 - 08/15/2007

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

NY

02/19/2002 - 12/31/2003

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

MO

10/01/2000 - 11/06/2000

FIRST UNION SECURITIES, INC. (ST. LOUIS MO)

NC

01/31/2000 - 10/01/2000

FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 03/25/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/06/2008

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/28/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Wayne Robinette.
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