Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Burnham Robinson is a financial advisor with over 17 years of experience in the financial services industry. Robinson is currently registered with Avantax Investment Services, Inc., a firm with a BC scope. Robinson has previously worked for Waddell & Reed, Ameriprise Financial Services, Inc., and H.D. Vest Investment Services. Robinson is licensed to sell securities in Texas and holds the Series 63, Series 66, and Series 7 licenses. Robinson also holds the Securities Industry Essentials Examination (SIE) license.
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.
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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2
TX
08/01/2014 - Present
Avantax Investment Services, Inc. (Dallas TX)
TX
12/10/2009 - 08/07/2014
WADDELL & REED (DALLAS TX)
TX
04/29/2008 - 11/30/2009
AMERIPRISE FINANCIAL SERVICES, INC. (HURST TX)
TX
02/28/2006 - 02/20/2008
H.D. VEST INVESTMENT SERVICES (IRVING TX)
BOTH
Issued 06/16/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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