Brian J. Robinson
Professional summary
Brian Jeffrey Robinson is a registered financial advisor currently at SNOWBIRD FINANCIAL LLC .
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Brian has worked at 4 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Brian Jeffrey Robinson's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 31, 2012 - Present
SNOWBIRD FINANCIAL LLC
November 2, 2007 - August 31, 2010
CHARLES SCHWAB & CO., INC.
October 25, 2007 - August 31, 2010
CHARLES SCHWAB & CO., INC.
May 20, 2005 - July 2, 2007
AMERIPRISE FINANCIAL SERVICES, LLC
May 12, 2005 - July 3, 2006
IDS LIFE INSURANCE COMPANY
May 12, 2005 - July 2, 2007
AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/4/2012)
(7/31/2012)
Exams
Current Firm
SNOWBIRD FINANCIAL LLC
CRD#: 164999 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 318 |
| AUM (Assets Under Management) | $ 35,433,493 |
Red Flags
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