Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robinson? Claim Your ProfileRobinson Martin is an Investment Advisor Representative with Advocacy Wealth Management, LLC. Robinson has over 20 years of experience in the financial services industry. Robinson is also a registered Insurance Agent with Forge Consulting LLC. Robinson's areas of specialization include Retirement Planning, College Savings, Estate Planning, and Insurance Planning. Robinson is dedicated to helping clients achieve their financial goals.
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.
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.
1
2
GA
02/06/2019 - Present
Advocacy Wealth Management, LLC (ATLANTA GA)
GA
04/06/2016 - 12/06/2016
PNC INVESTMENTS (ATLANTA GA)
GA
01/13/2014 - 01/06/2016
E*TRADE SECURITIES LLC (ATLANTA GA)
GA
07/15/2013 - 12/24/2013
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
10/13/2010 - 01/17/2013
SUNTRUST INVESTMENT SERVICES, INC. (LITHONIA GA)
GA
02/18/1999 - 07/29/2010
CHARLES SCHWAB & CO., INC. (ATLANTA GA)
GA
08/31/1998 - 02/24/1999
FSC SECURITIES CORPORATION (ATLANTA GA)
NE
01/24/1995 - 07/27/1998
WATERHOUSE SECURITIES, INC. (OMAHA NE)
NY
10/04/1994 - 01/13/1995
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NY
07/13/1994 - 09/28/1994
OPPENHEIMER & CO., INC. (NEW YORK NY)
IA
Issued 02/01/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/1998
Series 24 - General Securities Principal Examination
BC
Issued 06/30/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 12/06/2016
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/1994
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Robinson Martin is the right advisor for you? Invested Better is here to help.
