Chance J. Robinson

EMINENCE WEALTH MANAGEMENT

Orlando, FL 32819

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CRD#: 7518667

Professional summary

Chance Josef Robinson is a registered financial advisor currently at EMINENCE WEALTH MANAGEMENT INC. located in Orlando, Florida.

Chance is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Chance has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chance Josef Robinson'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®

None

Experience

Current

April 3, 2023 - Present

EMINENCE WEALTH MANAGEMENT INC.

Office #1: 7680 Universal Blvd Suite 550, Orlando, FL 32819

RIA

CRD#: 319111

Orlando, FL

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

Florida
(4/3/2023)

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Exams

State Security Law Exam

IAR

Series 65

Date: 12/3/2021

Uniform Investment Adviser Law Examination

Current Firm

EMINENCE WEALTH MANAGEMENT INC.

CRD#: 319111 / SEC#:

Florida

Registered Investment Advisory firm - (4/3/2023 Approved)

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Contact information

Main Address

7680 Universal Blvd Suite 550, Orlando, FL 32819

Mailing Address

Phone number

(800) 329-8475

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	128
AUM (Assets Under Management)	$ 15,866,977

Red Flags

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

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Chance J. Robinson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chance Josef Robinson's CRS (Customer Relationship Summary).

Certified licenses

Experience

EMINENCE WEALTH MANAGEMENT INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/3/2021

Current Firm

EMINENCE WEALTH MANAGEMENT INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

EMINENCE WEALTH MANAGEMENT INC.

TRUST BUT VERIFY

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