Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Larae Edgar is an investment advisor representative with Concorde Asset Management, LLC. Robin has been in the financial services industry since May 1990 and has a strong focus on financial planning and portfolio management. Robin is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Robin is also registered as an investment advisor representative in Arizona, Iowa, Massachusetts, Minnesota, South Carolina, and Wisconsin.
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.
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.
Promoter fees from other advisors
1
2
MI
08/07/2018 - Present
Concorde Asset Management, LLC (ANN ARBOR MI)
IA
11/30/2012 - 12/03/2013
SECURITIES AMERICA, INC. (MASON CITY IA)
IA
04/16/2007 - 12/19/2012
EAGLE ONE INVESTMENTS, LLC (MASON CITY IA)
IA
03/01/1996 - 04/17/2007
SWS FINANCIAL SERVICES (MASON CITY IA)
NA
05/22/1990 - 03/05/1996
KINGLAND CAPITAL CORPORATION
IA
Issued 08/15/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/30/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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