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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Lee Robey is an Investment Advisor Representative at Fisher Investments. Robin has been in the financial services industry for more than 20 years and has been with Fisher Investments since 2007. Robin specializes in providing portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. Robin is registered to provide investment advisory services in Texas, Virginia and Florida.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
03/23/2007 - Present
Fisher Investments (PLANO TX)
MD
08/11/2004 - 02/12/2007
UBS FINANCIAL SERVICES INC. (ROCKVILLE MD)
IA
Issued 11/15/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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