Unclaimed
Robin Colton is an investment advisor representative with RFG Advisory, LLC, with over 23 years of experience in the financial services industry. Robin has been registered with the state of Virginia since February 22, 2000. In addition to working with individuals, Robin also works with trusts, charitable organizations, and pension and profit-sharing plans. Prior to joining RFG Advisory, LLC, Robin was an advisor with Ameriprise Financial Services, LLC. Robin's areas of expertise include financial planning, pension consulting, educational seminars, and portfolio management for individuals.
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.
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.
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VA
08/25/2023 - Present
RFG Advisory, LLC (GLEN ALLEN VA)
VA
02/22/2000 - 08/29/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Glen Allen VA)
MN
02/22/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 01/18/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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