Audrea
Robbins
Money Management Services Inc
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About this Advisor
Audrea Robbins is a financial advisor based out of Birmingham, Alabama with a total of 17 years of relevant experience. Robbins is on the advisory team at Money Management Services Inc. Throughout their career, they have worked at Triad Advisors, Inc and Money Management Services, Inc. Robbins has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Alabama. Money Management Services Inc is an advisory business that has its headquarters in Birmingham, AL. It oversees $314 million in assets among its 1,308 client accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 1,308 client accounts, 29% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Money Management Services Inc provides a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial management fees largely depend on the type of financial services offered. Fee types billed by Money Management Services Inc can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Money Management Services Inc Brokerage Details
$313,903,292
11
1,308
$239,987
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Audrea Robbins Work History
Audrea has been registered as a financial advisor for 17 years.*
Triad Advisors, Inc
Money Management Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Audrea Robbins to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Money Management Services Inc
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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