Beverly S. Robinson

AXION WEALTH ADVISORS

BATON ROUGE, LA

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CRD#: 2032831

Professional summary

Beverly Sue Robinson, who also goes by Beverly Sue Chalfant, Beverly Chalfant, Beverly Sue Ezell, Beverly Ezell, Beverly Sue Robinson, Beverly W. Robinson, Beverly Sue Williams, is a registered financial advisor currently at AXION WEALTH ADVISORS located in Baton Rouge, Louisiana.

Beverly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Beverly has worked at 11 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. 02/01/2023 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: JACKEY ROBINSON GROUP - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 02/01/2023 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS. 2. independent licensed insurance agent.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Beverly Sue Robinson's CRS (Customer Relationship Summary).

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

SAN DIEGO, CA

Past

April 25, 2007 - April 1, 2010

WELLS FARGO INVESTMENTS, LLC

RIA

CRD#: 10582

CARLSBAD, CA

Past

April 20, 2007 - April 1, 2010

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

CARLSBAD, CA

Past

July 12, 1999 - April 23, 2007

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

SAN DIEGO, CA

Past

May 12, 1998 - April 23, 2007

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA

CRD#: 16361

SAN DIEGO, CA

Past

July 10, 1996 - July 12, 1999

BA INVESTMENT SERVICES, INC.

CRD#: 12965

OAKLAND, CA

Past

January 4, 1994 - July 10, 1996

CRD#: 5774

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(10/18/2023)

IAR

Louisiana
(11/13/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/24/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/30/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/13/1990

General Securities Representative Examination

Current Firm

AXION WEALTH ADVISORS

AXION WEALTH ADVISORS | AXION WEALTH ADVISORS INC.

CRD#: 325396 / SEC#:

California

Registered Investment Advisory firm - (10/18/2023 Approved)

Louisiana

Registered Investment Advisory firm - (11/13/2023 Approved)

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Contact information

Main Address

6265 Greenwich Drive Ste. 150, San Diego, CA 92122

Mailing Address

Phone number

(760) 473-9109

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	49
AUM (Assets Under Management)	$ 40,164,900

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Beverly S. Robinson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Beverly Sue Robinson's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTEGRATED WEALTH CONCEPTS LLC

LAUREL WEALTH ADVISORS, INC.

LAUREL WEALTH ADVISORS, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO INVESTMENTS, LLC

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

BA INVESTMENT SERVICES, INC.

GRIFFIN FINANCIAL SERVICES

LINCOLN FINANCIAL DISTRIBUTORS, INC.

SUNAMERICA SECURITIES, INC.

ANCHOR NATIONAL FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/24/1997

Series 63

Date: 5/30/1991

Series 7

Date: 8/13/1990

Current Firm

AXION WEALTH ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

AXION WEALTH ADVISORS

TRUST BUT VERIFY

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