Donnie
Robinson

Ameriprise Financial Services, Inc

CRD#4970465
Investment Advisor
in Atlanta, GA
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About this Advisor

Donnie Robinson is a certified financial planner operating out of Atlanta, Georgia, who has 12 years in the industry. Robinson is an employee of Ameriprise Financial Services, Inc. Over the course of their career, Robinson has held roles at Atlanta Financial, Fsc Securities Corporation, Commonwealth Financial Network and Ameriprise Financial Services, Inc. Robinson maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in Georgia and Texas. Ameriprise Financial Services, Inc is an advisory business that has its headquarters in Atlanta, Georgia. The firm has offices in 161 locations and a total of 13,020 people on staff. It oversees $244 billion in assets under management across its 1,268,997 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 1,420 charities and foundations. Of its 1,268,997 client accounts, just 3% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Ameriprise Financial Services, Inc provides a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Fees for financial advice vary depending on which services are provided. Fee types charged by Ameriprise Financial Services, Inc can consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

6285 Barfield Rd Ste 250
Atlanta, GA 30328-4321

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Ameriprise Financial Services, Inc Brokerage Details

Total Assets Under Management

$248,321,915,989

GA Average: $5,289,111,388
Total Number of Employees

13,718

GA Average: 157
Total Number of Accounts

1,393,263

GA Average: 8,262
Average Account Size

$178,230

GA Average: $640,173

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Donnie Robinson Work History

Donnie has 12 years of experience.

2016 - Present (3 years)

Ameriprise Financial Services, Inc

2009 - 2016 (7 years)

Commonwealth Financial Network

2006 - 2016 (10 years)

Atlanta Financial

2006 - 2009 (3 years)

Fsc Securities Corporation

Disclosures

Donnie Robinson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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