Forbes
Robinson

Financial Advocates Investment Management

CRD#4763744
Investment Advisor
in Olympia, WA

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About this Advisor

Forbes Robinson is a financial advisor based out of Olympia, Washington with a total of 6 years of relevant experience. Robinson currently works for Financial Advocates Investment Management. Their career trajectory has included roles at Various Insurance Carriers For W & R Insurance Agencies, Waddell & Reed, Inc, Beaverton School District, Lshill, Inc, Lpl Financial, LLC, Financial Advocates Investment Management and 1Up, Inc. Robinson maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Oregon and Texas. Financial Advocates Investment Management is a registered investment company that has its headquarters in Olympia, WA. It has offices in 71 locations and a total of 149 advisors. It has $4 billion in total assets among its 20,722 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides services to 26 charitable organizations. Of its 20,722 customer accounts, 25% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The company provides a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors largely are based on which service is offered. However, fee types billed by Financial Advocates Investment Management most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1601 Cooper Point Road Nw
Olympia, WA 98502

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Financial Advocates Investment Management Brokerage Details

Total Assets Under Management

$3,580,994,144

WA Average: $3,566,627,242
Total Number of Employees

149

WA Average: 46
Total Number of Accounts

20,722

WA Average: 1,499
Average Account Size

$172,811

WA Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Forbes Robinson Work History

Forbes has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Lpl Financial, LLC

2017 - Present (7 years)

Financial Advocates Investment Management

2016 - Present (8 years)

1Up, Inc

2009 - Present (15 years)

Beaverton School District

2008 - 2016 (8 years)

Lshill, Inc

2006 - 2017 (11 years)

Various Insurance Carriers For W & R Insurance Agencies

2006 - 2017 (11 years)

Waddell & Reed, Inc

*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 Forbes 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 Financial Advocates Investment Management

Sara Schauermann
Cody, WY
Lora Leavenworth
Olympia, WA
Jared Walker
Rock Springs, WY
Michael Geitner
Napa, CA
Jonathan Davis
Spokane, WA
Jacob Sandberg
Edmonds, WA
Jeffrey Pisan
Olympia, WA
Jeffrey Dunn-Bernstein
Oregon City, OR

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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