Sheri E. Robinson

LINSCOMB WEALTH | MANAGING DIRECTOR, SENIOR WEALTH ADVISOR

Birmingham, AL 35203

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CRD#: 4622029

Professional summary

Sheri Eddings Robinson, CFP®, who also goes by Sheri Louise Eddings, is a registered financial advisor currently at LINSCOMB WEALTH, INC. located in Birmingham, Alabama.

Sheri is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Sheri has worked at 6 firms and has passed the Series 66, Series 63 and Series 7 exams.

Question & Answer

Do you have an area of expertise or specialization?

Comprehensive Financial Planni...

Charitable & Planned Giving

Asset Allocation

Cross-border Planning

Estate Planning

Investment Management

Getting Divorced

Insurance

Retirement

Succession Planning

Long-term Care

Medical & Health Issues

Nontraditional Households

Special Needs

Personal Taxes

Women's Finances

Are you a "fiduciary"?

Yes

Aliases

Sheri Louise Eddings

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.

UAB NAS Executive Committee; Volunteer Treasurer; renew/approve financial statements - no check writing authority

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sheri Eddings Robinson'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®

CFP^®

Certified Financial Planner

Experience

Current

March 11, 2021 - Present

LINSCOMB WEALTH, INC.

Office #1: 2100 3rd Ave. North Suite 1100, Birmingham, AL 35203

RIA

CRD#: 106779

Birmingham, AL

Past

March 22, 2013 - December 31, 2020

LINSCOMB WEALTH, INC.

RIA

CRD#: 106779

BIRMINGHAM, AL

Past

November 7, 2011 - March 13, 2013

BBVA COMPASS INVESTMENT SOLUTIONS, INC

CRD#: 17086

BIRMINGHAM, AL

Past

February 25, 2008 - March 13, 2013

PNC MANAGED ACCOUNT SOLUTIONS, INC.

RIA

CRD#: 110476

HOUSTON, TX

Past

December 7, 2007 - October 28, 2011

FSC SECURITIES CORPORATION

CRD#: 7461

BIRMINGHAM, AL

Past

May 1, 2007 - February 29, 2008

FSC SECURITIES CORPORATION

RIA

CRD#: 7461

BIRMINGHAM, AL

Past

July 10, 2003 - January 12, 2007

AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC

RIA

CRD#: 111757

BIRMINGHAM, AL

Past

January 3, 2003 - July 30, 2003

AMSOUTH INVESTMENT SERVICES, INC.

RIA

CRD#: 15692

BIRMINGHAM, AL

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".

LINSCOMB WEALTH, INC.

ATLANTA WEALTH & PENSION TEAM | LINSCOMB WEALTH, INC. | LINSCOMB & WILLIAMS INC | LINSCOMB & WILLIAMS

CRD#: 106779 / SEC#: 801-48855

RIA

Registered Investment Advisory firm - (5/2/1995 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
(3/11/2021)

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: 1/31/2008

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/4/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/6/2007

General Securities Representative Examination

Current Firm

LINSCOMB WEALTH, INC.

ATLANTA WEALTH & PENSION TEAM | LINSCOMB WEALTH, INC. | LINSCOMB & WILLIAMS INC | LINSCOMB & WILLIAMS

CRD#: 106779 / SEC#: 801-48855

RIA

Registered Investment Advisory firm - (5/2/1995 Approved)

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Contact information

Main Address

1333 West Loop South Suite 1500, Houston, TX 77027

Mailing Address

Phone number

(713) 840-1000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LINSCOMB WEALTH FORM ADV PART 2A BROCHURE ANNUAL AMENDMENT (3/24/2025)

Regulatory assets under management

Total Number of Accounts	4,814
AUM (Assets Under Management)	$ 4,566,838,983

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/25/2025	Cover Page	Report
11/20/2024	Cover Page	Report
01/24/2024	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.

Contact information

(xxx) xxx-xxxx

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Advisor Monitoring

Firm Stability Insights

Sheri E. Robinson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sheri Eddings Robinson's CRS (Customer Relationship Summary).

Certified licenses

Experience

LINSCOMB WEALTH, INC.

BBVA COMPASS INVESTMENT SOLUTIONS, INC

PNC MANAGED ACCOUNT SOLUTIONS, INC.

FSC SECURITIES CORPORATION

FSC SECURITIES CORPORATION

AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC

AMSOUTH INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

LINSCOMB WEALTH, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 1/31/2008

Series 63

Date: 10/4/1999

Series 7

Date: 12/6/2007

Current Firm

LINSCOMB WEALTH, INC.

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

LINSCOMB WEALTH, INC.

TRUST BUT VERIFY

Contact information

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