Lisa
Robinson
Sequoia Financial Group, L.L.C
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About this Advisor
Lisa Robinson is a certified financial planner working in Tampa, Florida with a total of 1 year of industry experience. Robinson works at Sequoia Financial Group, L.L.C. Their career trajectory has included roles at Agw Capital Advisors, Ubs Financial Services, Alliancebernstein, Independent Financial Partners, Ifp Securities, LLC, Sequoia Financial Group, Sequoia Financial Group, L.L.C and Fisher Investments. Robinson holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and is approved to work in Florida. Sequoia Financial Group, L.L.C is an advisory business based in Akron, OH. The firm has offices in 17 locations and a total of 212 advisors. It handles $16 billion in assets under management across its 19,755 accounts, making it one of the biggest firms in the nation by assets under management. The firm advises six charitable organizations. Of its 19,755 accounts, 35% are held by high-net-worth clients who have at least $1 million in investable assets. The business offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial management depend on which services the firm provides the client. However, fee types billed by Sequoia Financial Group, L.L.C most likely consist of some combination of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sequoia Financial Group, L.L.C Brokerage Details
$15,567,376,490
212
19,755
$788,022
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Lisa Robinson Work History
Lisa has been registered as a financial advisor for 1 years.*
Sequoia Financial Group
Sequoia Financial Group, L.L.C
Fisher Investments
Independent Financial Partners
Ifp Securities, LLC
Agw Capital Advisors
Ubs Financial Services
Alliancebernstein
*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 Lisa 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 Sequoia Financial Group, L.L.C
Akron, OH
Akron, OH
Akron, OH
Beachwood, OH
Akron, OH
Akron, OH
Troy, MI
Chicago, IL
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.
