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Kenneth Corbett Robinson

KCR Wealth Management, LLC

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About Kenneth Corbett Robinson

Kenneth Corbett Robinson is an investment advisor representative at KCR Wealth Management, LLC. Kenneth has been in the industry since August 1997 and has experience in providing financial planning and portfolio management services. Kenneth is a Certified Financial Planner™ and holds the Series 7, Series 63, and Series 65 licenses. Kenneth has provided advisory services to approximately 37 clients, with a focus on high-net-worth individuals and individuals other than high-net-worth. Kenneth is a Registered Investment Advisor in the state of Virginia and Texas.

Firm Information

Kenneth Robinson is currently registered with KCR Wealth Management, LLC. KCR Wealth Management, LLC is an investment advisor registered with the SEC, managing over $72.5 million in assets for 173 accounts. The firm provides financial planning and portfolio management services to individuals, primarily high-net-worth individuals (29 clients with $68.9 million in assets) and individuals other than high-net-worth (8 clients with $3.6 million in assets).

$72.58M

Assets Under Management

Not reported

Total Clients

1

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 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kenneth Robinson’s Registration & Firm History

VA

03/28/2014 - Present

KCR Wealth Management, LLC (RESTON VA)

CA

08/18/1997 - 08/21/1998

FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)

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Licenses & Designations

IA

Issued 04/28/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/01/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/28/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kenneth Corbett Robinson.
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