Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Robbins is an investment advisor representative at Cresset Asset Management, LLC. James has been in the industry for over 25 years and has a strong track record of success in providing financial advice to individuals, families, and institutions. James is a Series 65, Series 63, and Series 7 licensed professional. James is also a Series 24 General Securities Principal. James has a long history of experience in this industry with positions at a number of firms including M Holdings Securities, Inc., NFP Securities, Inc., FSC Securities Corporation, The Lincoln National Life Insurance Company, and Lincoln Financial Advisors Corporation. James is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
06/02/2022 - Present
Cresset Asset Management, LLC (CHICAGO IL)
MN
07/11/2003 - 07/12/2006
M HOLDINGS SECURITIES, INC. (MINNETONKA MN)
TX
05/22/2002 - 06/24/2003
NFP SECURITIES, INC. (AUSTIN TX)
GA
06/15/2000 - 05/23/2002
FSC SECURITIES CORPORATION (ATLANTA GA)
IN
04/06/2000 - 06/15/2000
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
06/01/1998 - 06/15/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
01/08/1997 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
IA
Issued 01/09/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/1999
Series 24 - General Securities Principal Examination
BC
Issued 12/23/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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