Robert
Robinette

Pfs Investments Inc

CRD#4301840
Investment Advisor
in Aurora, CO

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About this Advisor

Robert Robinette is a financial advisor operating out of Aurora, Colorado with 4 years of relevant experience. Robinette is an advisor for Pfs Investments Inc. Their career trajectory has included roles at Mml Distributors, LLC, Massachusetts Mutual Life Insurance Company, Ohio National Financial Services, Ohio National Equities Inc, Primerica Financial Services, Pfs Investments Inc and Robert D Robinette LLC. Robinette holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Colorado. Pfs Investments Inc is a financial advisory business operating out of Duluth, GA. The firm has offices in 1,646 locations and a total of 3,449 financial advisors. It administers $7 billion in assets under management among its 56,552 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides financial advice to 36 charities and foundations. Of its 56,552 customer accounts, just 1% are associated with high-net-worth individuals who have more than $1 million in investable assets. Pfs Investments Inc offers portfolio management for individuals and small businesses. Fees for financial management largely are based on the type of services provided. Fees charged by Pfs Investments Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

6105 S Main St Suite 200-A
Aurora, CO 80016

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$7,088,085,794

CO Average: $3,570,121,308
Total Number of Employees

3,449

CO Average: 58
Total Number of Accounts

56,552

CO Average: 1,608
Average Account Size

$125,337

CO Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Robert Robinette Work History

Robert has been registered as a financial advisor for 4 years.*

2021 - Present (3 years)

Robert D Robinette LLC

2017 - Present (7 years)

Primerica Financial Services

2017 - Present (7 years)

Pfs Investments Inc

2014 - 2016 (2 years)

Ohio National Financial Services

2014 - 2016 (2 years)

Ohio National Equities Inc

2013 - 2013 (< 1 year)

Mml Distributors, LLC

2013 - 2013 (< 1 year)

Massachusetts Mutual Life Insurance Company

*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 Robert Robinette to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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Charles Swope
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Julius Lee
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Samantha Woodin
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Francine Hollis
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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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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.

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