Charles
Robinson
Summit Financial, LLC
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About this Advisor
Charles Robinson is a financial advisor based in Matthews, North Carolina, working with Summit Financial, LLC. Charles has previously held positions at Cornerstone Wealth Group, LLC, Keebeck Wealth Management LLC, Summit Financial, LLC, Cornerstone Financial Partners, Inc, and Lpl Financial LLC. Charles has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New Jersey and North Carolina. Currently, Charles is part of Summit Financial, LLC, which operates out of Matthews, North Carolina. The firm has 40 offices and 236 employees. The firm manages assets totaling $8.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Summit Financial, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Summit Financial, LLC Brokerage Details
$8,015,765,521
236
13,712
$584,580
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Charles Robinson Work History
Summit Financial, LLC
Keebeck Wealth Management LLC
Cornerstone Wealth Group, LLC
Cornerstone Financial Partners, Inc
Lpl Financial LLC
Disclosures
Please visit the SEC profile of Charles 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 Summit Financial, LLC
Parsippany, NJ
Adelphia, NJ
Leesburg, VA
Adelphia, NJ
Leesburg, VA
Parsippany, NJ
Landing, NJ
Parsippany, NJ
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