Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell L. Robinson is a financial advisor based in Richardson, TX. Robinson has been in the financial industry since 2015 and is currently registered with BOK Financial Securities, Inc. Russell has a broad range of experience, having previously worked with Capital Institutional Services, Inc. and Lincoln Investment. Robinson specializes in investment advisory services, financial planning, and securities advice for individuals and businesses.
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.
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.
Furnishes advice about securities in any manner not described above.
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.
1
2
TX
12/08/2021 - Present
BOK Financial Securities, Inc. (Richardson TX)
TX
07/13/2016 - 11/03/2021
CAPITAL INSTITUTIONAL SERVICES, INC. (DALLAS TX)
TX
03/17/2016 - 07/08/2016
LINCOLN INVESTMENT (IRVING TX)
TX
03/13/2015 - 10/29/2015
WFG INVESTMENTS, INC. (DALLAS TX)
BOTH
Issued 06/20/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/10/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2022
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2016
Series 3 - National Commodity Futures Examination
BC
Issued 03/12/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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