Robin
Robertson
Pacific Peak Advisors, LLC
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About this Advisor
Robin Robertson is a financial advisor based in Ketchum, Idaho, working with Pacific Peak Advisors, LLC. Robin has previously held positions at The Leaders Group, Inc, Tlg Advisors, Millennium Brokerage Group, Trumark Financial, and Pacific Peak Advisors, LLC. Robin has passed the Series 63 regulatory exam and is registered to provide services in Idaho and Texas. Currently, Robin is part of Pacific Peak Advisors, LLC, which operates out of Ketchum, Idaho. The firm has 2 employees and manages assets totaling $186.9 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Pacific Peak Advisors, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pacific Peak Advisors, LLC Brokerage Details
$186,872,152
2
241
$775,403
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Robin Robertson Work History
Pacific Peak Advisors, LLC
Tlg Advisors
The Leaders Group, Inc
Trumark Financial
Millennium Brokerage Group
Disclosures
Please visit the SEC profile of Robin Robertson 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 Pacific Peak Advisors, LLC
Ketchum, ID
Ketchum, ID
Ketchum, ID
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