Invested Better
Unclaimed

Unclaimed

Unclaimed

Margarita Lubiano Robinson

Atlantic Investments A Registered Investment Advisor, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Margarita? Claim Your Profile

About Margarita Lubiano Robinson

Margarita Lubiano Robinson is a registered investment advisor representative with Atlantic Investments A Registered Investment Advisor, Inc. in Chatsworth, California. Margarita has been working in the financial industry since November 2000, previously working at Kaiser Parmanente in Panorama City, California. In addition to their work with Atlantic Investments A Registered Investment Advisor, Inc., Margarita also provides financial planning and selection of other advisors services.

Firm Information

Margarita Robinson is currently registered with Atlantic Investments A Registered Investment Advisor, Inc.. Atlantic Investments A Registered Investment Advisor, Inc. is a Registered Investment Advisor with 2 licensed agents and 2 investment adviser representatives. The firm offers financial planning and selection of other advisors.

Not reported

Assets Under Management

212

Total Clients

39

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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.

check

other

Referral fees

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Margarita Robinson’s Registration & Firm History

CA

10/31/2023 - Present

Atlantic Investments A Registered Investment Advisor, Inc. (Chatsworth CA)

Not sure if Margarita Lubiano Robinson is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Margarita Lubiano Robinson.
Not sure if Margarita Lubiano Robinson is right for you?