Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Lesley Smith is an investment advisor representative who has been working in the financial services industry since 1996. Robin is registered with Cambridge Investment Research Advisors, Inc. Robin is currently licensed in Georgia and Texas. Robin is also a registered investment advisor representative with Cambridge Investment Research Inc. Robin has experience in various areas of financial planning, including portfolio management for individuals and businesses, pension consulting, financial planning, market timing services, educational seminars, and the selection of other advisors.
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
GA
02/08/2021 - Present
Cambridge Investment Research Advisors, Inc. (ATLANTA GA)
GA
05/21/2007 - 01/02/2008
RELIANCE SECURITIES, LLC (ATLANTA GA)
TX
12/03/1996 - 11/02/2006
H.D. VEST INVESTMENT SERVICES (IRVING TX)
IA
Issued 01/30/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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