Joshua
Robinson
Pr Wealth Management Group
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About this Advisor
Joshua Robinson is a financial advisor based in East Moline, Illinois, working with Pr Wealth Management Group. Joshua has previously held positions 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. Joshua has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado, Illinois, Iowa, and Nevada. Currently, Joshua is part of Pr Wealth Management Group, which operates out of East Moline, Illinois. The firm has 1 office and 4 employees. The firm manages assets totaling $127.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Pr Wealth Management Group includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pr Wealth Management Group Brokerage Details
$127,000,057
4
1,236
$102,751
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
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
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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