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John Burnham Robinson is a financial advisor with Cambridge Investment Research Advisors, Inc. John has been in the financial industry since 1995 and holds both Series 6 and Series 7 licenses, as well as the SIE and Series 63 exams. John also holds the Uniform Investment Adviser Law Examination. John has worked for several firms over the years, including Sanders Morris Harris Inc. and QA3 Financial Corp. John's specializations include financial planning, portfolio management, and insurance. John's practice specializes in working with individuals, high-net-worth individuals, and retirement plans.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
VA
11/22/2011 - Present
Cambridge Investment Research Advisors, Inc. (HENRICO VA)
VA
11/03/2008 - 11/23/2011
SANDERS MORRIS HARRIS INC. (RICHMOND VA)
VA
12/02/2005 - 11/03/2008
QA3 FINANCIAL CORP. (RICHMOND VA)
CA
04/30/1999 - 11/29/2005
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
GA
09/26/1997 - 05/03/1999
CENTENNIAL CAPITAL MANAGEMENT, INC. (ATLANTA GA)
NY
04/26/1995 - 09/29/1997
CADARET, GRANT & CO., INC. (SYRACUSE NY)
CO
02/01/1995 - 02/21/1997
CANADA LIFE OF AMERICA FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
IA
Issued 12/21/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2007
Series 7 - General Securities Representative Examination
BC
Issued 01/31/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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