Aldeen
Robinson
Cape Investment Advisory, Inc
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About this Advisor
Aldeen Robinson is a financial advisor operating out of Mcdonough, Georgia with a total of 4 years of relevant experience. Robinson is currently employed by Cape Investment Advisory, Inc. Over the course of their career, they have held roles at Ger Loftin Wealth Advisors, LLC, United Planners' Financial Services, Triad Advisors, Commonwealth Of Atlanta LLC, Investacorp, Investacorp Advisory Services, American Global Wealth Management and Cape Securities. Robinson has Series 63 and Series 66 licenses, which qualify them as a securities representative, and is registered to serve investors in Georgia. Cape Investment Advisory, Inc is a firm that has its headquarters in Mcdonough, GA. The investment advisory business has offices in 29 locations and a total of 139 advisors. It controls $299 million in assets under management among its 1,589 client accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 1,589 accounts, just 5% are associated with high-net-worth individuals who have more than $1 million in investable assets. Cape Investment Advisory, Inc has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees for financial management usually depend on the type of financial services provided. Fees billed by Cape Investment Advisory, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cape Investment Advisory, Inc Brokerage Details
$298,865,172
139
1,589
$188,084
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Aldeen Robinson Work History
Aldeen has been registered as a financial advisor for 4 years.*
American Global Wealth Management
Cape Securities
Commonwealth Of Atlanta LLC
Investacorp
Investacorp Advisory Services
Triad Advisors
Ger Loftin Wealth Advisors, LLC
United Planners' Financial Services
*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 Aldeen 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 Cape Investment Advisory, Inc
Mcdonough, GA
Mcdonough, GA
Mcdonough, GA
Orlando, FL
Mcdonough, GA
Mcdonough, GA
Hanover, MD
Mcdonough, GA
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