Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Robinson is a wealth advisor with Osaic Wealth, Inc. in Marietta, Georgia. Evan has been working in the financial industry since January 24, 2004, and has experience with a variety of financial services, including financial planning, pension consulting, and portfolio management for individuals and businesses. Evan is licensed to provide financial advice in Georgia, Kansas, Minnesota, and Nebraska. He is also a registered representative with FINRA and a member of the Securities Industry and Financial Markets Association (SIFMA).
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.
A percentage of the total value of assets under management is charged.
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2
GA
11/03/2023 - Present
Osaic Wealth, Inc. (MARIETTA GA)
GA
09/15/2016 - 11/03/2023
FSC SECURITIES CORPORATION (MARIETTA GA)
GA
11/15/2012 - 09/28/2016
LPL FINANCIAL LLC (MARIETTA GA)
GA
05/24/2010 - 11/27/2012
HORNOR, TOWNSEND & KENT, INC. (MARIETTA GA)
GA
02/12/2010 - 05/27/2010
LINCOLN FINANCIAL ADVISORS CORPORATION (MARIETTA GA)
AZ
02/03/2004 - 01/27/2010
EDWARD JONES (SUN CITY AZ)
MN
07/23/2003 - 08/15/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/23/2003 - 08/15/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 04/01/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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