Kenneth Corbett Robinson
CFP®Professional Summary
Kenneth Corbett Robinson, CFP®, who also goes by Kenneth C. Robinson, is a registered financial advisor currently at KCR WEALTH MANAGEMENT, LLC located in Reston, Virginia. Kenneth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Kenneth has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Financial Planning
- Retirement Planning
- Investment Management
- Estate & Legacy Planning
- Tax Planning
Biography
Ken is a leader in the industry. He has taught financial planning courses at VCU, volunteered for the local chapter of the Financial Planning Association (most recently as the President of the Board) and been quoted in several financial publications including The Wall Street Journal, New York Times, and the Washington Post. He has advocated for financial literacy programs in local schools and is active in pro bono financial planning efforts throughout the DC metro...
Other Aliases
Kenneth C. Robinson
Similar Advisors
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
EVERMAY WEALTH MANAGEMENT, LLC
EAGLE STRATEGIES LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
EVERMAY WEALTH MANAGEMENT, LLC
EAGLE STRATEGIES LLC
Contact Information
Direct
(xxx) xxx-xxxx
Similar Advisors
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
EVERMAY WEALTH MANAGEMENT, LLC
EAGLE STRATEGIES LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
EVERMAY WEALTH MANAGEMENT, LLC
EAGLE STRATEGIES LLC
Credentials
Years of Experience
29 years in the financial services industry
Current & Past Employments
Similar Advisors
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
EVERMAY WEALTH MANAGEMENT, LLC
EAGLE STRATEGIES LLC
Current Firm
KCR WEALTH MANAGEMENT, LLC
Contact Information
Main Address
1818 Library Street Suite 500, Reston, VA 20190Phone Number
(703) 722-2212# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
176AUM (Assets Under Management)
$95,392,283Similar Advisors
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
EVERMAY WEALTH MANAGEMENT, LLC
EAGLE STRATEGIES LLC
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.
The advisor shows no other business activity.
Similar Advisors
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
EVERMAY WEALTH MANAGEMENT, LLC
EAGLE STRATEGIES LLC
State Registrations and Notice Filings
(10/26/2015)
(3/28/2014)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
EVERMAY WEALTH MANAGEMENT, LLC
EAGLE STRATEGIES LLC
CRS (Client Relationship Summary) - RIA
Click below to view Kenneth Corbett Robinson's CRS (Customer Relationship Summary).
Services Offered by Kenneth
- Financial Planning
- Retirement Planning
- Investment Management
- Estate & Legacy Planning
- Tax Planning
Similar Advisors
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
EVERMAY WEALTH MANAGEMENT, LLC
EAGLE STRATEGIES LLC
