Joseph
Robbins

Fsc Securities Corporation

CRD#6103816
Investment Advisor
in Raleigh, NC

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About this Advisor

Joseph Robbins is a certified financial planner based in Raleigh, North Carolina, who has 3 years of industry experience. Robbins is an employee of Fsc Securities Corporation. Over the course of their career, Robbins has held roles at First Citizens Investor Services, Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and Royal Alliance. Robbins has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in North Carolina. Fsc Securities Corporation is a registered investment firm that has its headquarters in Atlanta, GA. The company has offices in 334 locations and a total of 2,174 financial advisors. It administers $12 billion in total assets between its 52,792 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 94 charitable organizations. Of its 52,792 customer accounts, just 14% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The business performs a number 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 and educational seminars. A financial advisor's fee schedules typically are based on which services the firm provides the client. Fee types charged by Fsc Securities Corporation may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3356 Six Forks Road
Raleigh, NC 27609

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Fsc Securities Corporation Brokerage Details

Total Assets Under Management

$11,745,651,239

NC Average: $3,570,121,308
Total Number of Employees

2,174

NC Average: 58
Total Number of Accounts

52,792

NC Average: 1,608
Average Account Size

$222,489

NC Average: $2,220,225

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
  • Educational seminars/workshops

Joseph Robbins Work History

Joseph has been registered as a financial advisor for 3 years.*

2018 - Present (6 years)

Royal Alliance

2016 - 2018 (2 years)

Wells Fargo Clearing Services, LLC

2015 - 2016 (1 year)

Wells Fargo Advisors LLC

2012 - 2015 (3 years)

First Citizens Investor Services

*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 Joseph Robbins 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 Fsc Securities Corporation

Matthew Webb
Lubbock, TX
Danielle Holmes
Grove City, OH
Tal Diekvoss
Milwaukee, WI
Philip Moston
Thousand Oaks, CA
Judith Plain
Pittsford, NY
Paul Klimkowski
Langhorne, PA
Daniel Stith
Oklahoma City, OK
William Howard
Marietta, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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