Mark G. Robinson
Professional summary
Mark Glenhelm Robinson, who also goes by Mark Robinson, is a registered financial advisor currently at THE WATCHMAN GROUP, INC. located in Plano, Texas.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Mark has worked at 2 firms and has passed the Series 65 and Series 2 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Mark Glenhelm Robinson's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 14, 2005 - Present
THE WATCHMAN GROUP, INC.
Office #1: 5045 Lorimar Drive Suite 200, Plano, TX 75093June 22, 1995 - December 3, 2007
INVESTORS ASSET MANAGEMENT, INC.
Primary Firm SEC Registration
THE WATCHMAN GROUP, INC.
CRD#: 133690 / SEC#: 801-63818
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/24/2014)
(1/14/2005)
Exams
Series 2
Date: 4/11/1995
Non-Member General Securities ExaminationCurrent Firm
THE WATCHMAN GROUP, INC.
CRD#: 133690 / SEC#: 801-63818
Contact information
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 958 |
| AUM (Assets Under Management) | $ 576,225,767 |
Red Flags
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Company Information
THE WATCHMAN GROUP, INC.
CRD#: 133690Plano, TX 75093TRUST BUT VERIFY
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