Audrea R. Robbins

MONEY MANAGEMENT SERVICES

Birmingham, AL 35209-5604

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CRD#: 4070123

Professional summary

Audrea Rice Robbins, AIF®, who also goes by Audrea Rice Trawick, is a registered financial advisor currently at MONEY MANAGEMENT SERVICES INC located in Birmingham, Alabama.

Audrea is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Audrea has worked at 3 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Audrea Rice Trawick

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 RICE GROUP, INC. DIRECTOR, OFFICER, SHAREHOLDER, PRIMARY BUSINESS IS INSURANCE, 2181 HULL RD. SUMITON, AL 35148 CO-OWNER OF TRAWICK MARKETING, A PHONE SERVICE, CELL PHONE AND INTERNET SALES COMPANY BASED OUT OF HOME; ART PHOTOGRAPHY-PHOTOGRAPHY BUSINESS BASED OUT OF HOME.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Audrea Rice Robbins's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

Experience

Current

February 3, 2006 - Present

MONEY MANAGEMENT SERVICES INC

Office #1: 3410 Independence Drive, Birmingham, AL 35209-5604

RIA

CRD#: 106832

Birmingham, AL

Past

January 2, 2001 - May 31, 2011

TRIAD ADVISORS LLC

CRD#: 25803

BIRMINGHAM, AL

Past

August 30, 2000 - April 2, 2001

VERAVEST INVESTMENTS, INC.

CRD#: 3960

WORCESTER, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MONEY MANAGEMENT SERVICES INC

MONEY MANAGEMENT SERVICES INC | MONEY MANAGEMENT SERVICES, INC.

CRD#: 106832 / SEC#: 801-42500

RIA

Registered Investment Advisory firm - (10/30/1992 Approved)

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

Alabama
(2/3/2006)

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 66

Date: 9/22/2000

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 8/29/2000

General Securities Representative Examination

Current Firm

MONEY MANAGEMENT SERVICES INC

MONEY MANAGEMENT SERVICES INC | MONEY MANAGEMENT SERVICES, INC.

CRD#: 106832 / SEC#: 801-42500

RIA

Registered Investment Advisory firm - (10/30/1992 Approved)

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Contact information

Main Address

3410 Independence Drive, Birmingham, AL 35209-5604

Mailing Address

Phone number

(205) 871-7526

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	1,304
AUM (Assets Under Management)	$ 389,225,441

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/17/2024	Cover Page	Report
11/03/2023	Cover Page	Report
10/19/2022	Cover Page	Report

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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Audrea R. Robbins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Audrea Rice Robbins's CRS (Customer Relationship Summary).

Certified licenses

Experience

MONEY MANAGEMENT SERVICES INC

TRIAD ADVISORS LLC

VERAVEST INVESTMENTS, INC.

Primary Firm SEC Registration

MONEY MANAGEMENT SERVICES INC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/22/2000

Series 7

Date: 8/29/2000

Current Firm

MONEY MANAGEMENT SERVICES INC

Contact information

SEC notice filing (7 States and Territories)

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MONEY MANAGEMENT SERVICES INC

TRUST BUT VERIFY

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