ROBINSON NELSON
Firm details
- Headquarters
- CHESTERFIELD, Virginia
- CRD number
- 336312
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Robinson Nelson is a limited liability company owned by an individual that combines insurance brokerage with advisory services. The firm’s advisory offerings include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Fee arrangements listed include both a percentage-of-AUM schedule and fixed fees. FINTRX flags indicate the firm is not an active ESG investor, is not a multi-state adviser, does not act as a capital allocator, and is not identified as a related adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Lisa Robinson
Chief Compliance OfficerCRD 8074489
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHESTERFIELD, VA
CHESTERFIELD
Location
CHESTERFIELD, VA
Headquartered in CHESTERFIELD, VA, in the South of the United States.
- Region
- South
- County
- CHESTERFIELD
- Address
- 9401 Courthouse Rd
- Time zone
- ET (UTC-5)
- Office locations
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