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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Wayne Robinson is a financial advisor with Wells Fargo Advisors Financial Network, LLC based in Hanover, PA. James Wayne Robinson has been in the financial industry since October 2, 1997. James Wayne Robinson is registered to offer investment advice in Kentucky, Maryland, Montana, Pennsylvania, and Virginia. James Wayne Robinson is also registered as a Registered Representative with FINRA. James Wayne Robinson has a total of 5 state registrations, 1 IA State registration, and 1 FINRA registration. James Wayne Robinson has been affiliated with Wells Fargo Advisors Financial Network, LLC since October 2023 and previously with Lincoln Investment Planning, Inc. James Wayne Robinson offers investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
10/30/2023 - Present
Wells Fargo Advisors Financial Network, LLC (HANOVER PA)
PA
01/02/2004 - 10/30/2023
LINCOLN INVESTMENT (HANOVER PA)
MI
01/25/2002 - 11/20/2003
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
PA
08/22/1997 - 02/20/2002
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
BC
Issued 08/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/21/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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