Robin Ann Prichard Giles
CFP®Professional Summary
Robin Ann Prichard Giles, CFP®, who also goes by Robin Ann Prichard, is a registered financial advisor currently at APEX WEALTH MANAGEMENT, LLC located in Katy, Texas. Robin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Robin has worked at 2 firms.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Robin Ann Prichard
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Credentials
Years of Experience
19 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
APEX WEALTH MANAGEMENT, LLC | SAGE WEALTH MANAGEMENT, LLC | GILES WEALTH MANAGEMENT, LLC
Contact Information
Main Address
Katy, TXPhone Number
(949) 338-8488# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
116AUM (Assets Under Management)
$29,176,869Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(2/28/2012)
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.
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CRS (Client Relationship Summary) - RIA
Click below to view Robin Ann Prichard Giles's CRS (Customer Relationship Summary).
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