Brian
Robinson
Sharpepoint, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Brian Robinson is a certified financial planner who works in Phoenix, Arizona with a total of 5 years of industry experience. Robinson currently works for Sharpepoint, LLC. Robinson has gained experience at Rfa, LLC, Lpl Financial LLC, Private Advisor Group, LLC and Sharpepoint, LLC. Robinson holds Series 63 and Series 66 licenses, qualifying them as a securities representative, and is approved to advise clients in Arizona and Texas. Sharpepoint, LLC is a financial advisory business based out of Phoenix, AZ. It has a total of seven people on staff. It handles $131 million in total assets across its 972 customer accounts, placing it among the mid-sized firms in the country by assets under management. The firm serves eight charitable organizations. Of its 972 accounts, just 12% are associated with high-net-worth individuals who have greater than $1 million in assets. Sharpepoint, LLC has a set of services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees charged by financial advisors usually are based on which services the firm provides the client. Fee types charged by Sharpepoint, LLC most likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Sharpepoint, LLC Brokerage Details
$131,407,458
7
972
$135,193
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Brian Robinson Work History
Brian has been registered as a financial advisor for 5 years.*
Sharpepoint, LLC
Rfa, LLC
Lpl Financial LLC
Private Advisor Group, LLC
*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 Brian Robinson 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 Sharpepoint, LLC
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
