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Fredrick James Robinson

O'Hagan Group, Inc.

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About Fredrick James Robinson

Fredrick Robinson is a financial advisor with over 30 years of experience in the industry. Fredrick is currently registered with O'Hagan Group, Inc. and is also a licensed agent for fixed insurance products. Fredrick specializes in providing financial planning, portfolio management for individuals and businesses. He is also a licensed tax preparer. In addition to his role with O'Hagan Group, Inc. Fredrick is also a farmer, managing 320 acres of corn and soybeans. Fredrick is dedicated to providing his clients with personalized service and sound financial advice.

Firm Information

Fredrick Robinson is currently registered with O'Hagan Group, Inc.. O'Hagan Group, Inc. is an investment advisor registered with the SEC and located in Bethlehem, PA. They provide financial planning, portfolio management for businesses and individuals, and have approximately $807.67 million in regulatory assets under management. The firm has 8 investment adviser representatives and primarily serves high-net-worth individuals and individuals other than high-net-worth.
O'Hagan Group, Inc.

1429 WEST BROAD STREET

BETHLEHEM, PA 18018

$807.67M

Assets Under Management

Not reported

Total Clients

7

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 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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Fredrick Robinson’s Registration & Firm History

IL

09/30/2021 - Present

O'Hagan Group, Inc. (MORRIS IL)

IL

11/06/2020 - 09/30/2021

SECURITIES AMERICA, INC. (Morris IL)

IL

01/19/2016 - 11/06/2020

KMS FINANCIAL SERVICES, INC. (Morris IL)

IL

01/02/2013 - 01/15/2016

PURSHE KAPLAN STERLING INVESTMENTS (MORRIS IL)

IL

09/08/2009 - 12/31/2012

LPL FINANCIAL LLC (MORRIS IL)

IL

12/05/1990 - 09/08/2009

MUTUAL SERVICE CORPORATION (MORRIS IL)

NY

06/06/1985 - 01/10/1991

EQUICO SECURITIES, INC. (NEW YORK NY)

NY

06/06/1985 - 01/10/1991

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

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Licenses & Designations

IA

Issued 07/18/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/23/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/19/1987

Series 7 - General Securities Representative Examination

BC

Issued 06/04/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Fredrick James Robinson.
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