Willard F. Robins

W. F. ROBINS, III

Chesapeake, VA 23323

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CRD#: 6196304

Professional summary

Willard F. Robins III, CFP®, who also goes by Bill Robins, Willard F. Robins, III, is a registered financial advisor currently at W. F. ROBINS, III, LLC located in Chesapeake, Virginia.

Willard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Willard has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bill Robins | Willard F. Robins, Iii

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.

PRESIDENT/OWNER W. F. ROBINS, III, P.C., CPA NOT INVESTMENT RELATED 308 N. GEORGE WASHINGTON HIGHWAY UNIT 3 CHESAPEAKE, VA 23323 USA 06/1982 - PRESENT; Approx. 200 hours per month Insurance Agent (Lincoln National Life Insurance Company); Investment Related; License issued 7/31/2017; Approx. 2 hours per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Willard F. Robins III's 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

July 23, 2013 - Present

W. F. ROBINS, III, LLC

Office #1: 308 N. George Washington Highway Unit 3, Chesapeake, VA 23323

RIA

CRD#: 167787

Chesapeake, VA

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

Virginia
(7/23/2013)

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

Current Firm

W. F. ROBINS, III, LLC

CRD#: 167787 / SEC#:

Virginia

Registered Investment Advisory firm - (7/23/2013 Approved)

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Contact information

Main Address

308 N. George Washington Highway Unit 3, Chesapeake, VA 23323

Mailing Address

Po Box 6738, Chesapeake, VA 23323

Phone number

(757) 487-9614

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Willard F. Robins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Willard F. Robins III's CRS (Customer Relationship Summary).

Certified licenses

Experience

W. F. ROBINS, III, LLC

State Registrations and Notice Filings

Exams

Current Firm

W. F. ROBINS, III, LLC

Contact information

Documents

Red Flags

Company Information

W. F. ROBINS, III, LLC

TRUST BUT VERIFY

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