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Robin Rae Somgynari

Avantax Investment Services, Inc.

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About Robin Rae Somgynari

Robin Somgynari is a financial professional with over 12 years of experience in the industry. Robin is currently registered with Avantax Investment Services, Inc. and is located in Dallas, Texas. Robin holds Series 7, SIE and Series 99TO licenses. Robin was previously registered with 1st Global Capital Corp.

Firm Information

Robin Somgynari is currently registered with Avantax Investment Services, Inc.. Avantax Investment Services, Inc. is a Corporation formed in April 1983. The firm is registered with the SEC and in 53 states, providing services across the United States.

Not reported

Assets Under Management

Not reported

Total Clients

482

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.

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.

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Robin Somgynari’s Registration & Firm History

TX

10/25/2019 - Present

Avantax Investment Services, Inc. (DALLAS TX)

TX

10/04/2010 - 10/25/2019

1ST GLOBAL CAPITAL CORP. (DALLAS TX)

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Licenses & Designations

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/01/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robin Rae Somgynari.
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