Joshua
Robinson
Pr Wealth Management Group
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About this Advisor
Joshua Robinson is a financial advisor working in East Moline, Illinois with a total of 8 years of relevant experience. Robinson is on the advisory team at Pr Wealth Management Group. Their career trajectory has included roles at Cetera Financial Specialists LLC, Pr Wealth Management Group, Cetera Investment Advisers LLC, Cambridge Investment Research, Inc, Pr Wealth Management Group, Inc and Purshe Kaplan Sterling Investments. Robinson has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Colorado, Illinois, Iowa and Nevada. Pr Wealth Management Group is an advisory firm based out of East Moline, IL. The company has just four advisors. It handles $114 million in total assets among its 1,043 accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 1,043 client accounts, just 3% are held by high-net-worth investors who have at least $1 million in assets available to invest. The company offers a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors depend on which services the firm provides the client. Fee types charged by Pr Wealth Management Group most likely include any blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pr Wealth Management Group Brokerage Details
$113,684,455
4
1,043
$108,998
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Joshua Robinson Work History
Joshua has been registered as a financial advisor for 8 years.*
Purshe Kaplan Sterling Investments
Pr Wealth Management Group, Inc
Cambridge Investment Research, Inc
Pr Wealth Management Group
Cetera Investment Advisers LLC
Cetera Financial Specialists LLC
*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 Joshua 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 Pr Wealth Management Group
Las Vegas, NV
Las Vegas, NV
East Moline, IL
East Moline, IL
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