Forbes
Robinson

Financial Advocates Investment Management

CRD#4763744
Investment Advisor
in Portland, OR
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About this Advisor

Forbes Robinson is a financial advisor working out of Portland, Oregon, who has been in the industry for 12 years. Robinson works at Financial Advocates Investment Management. Over the course of their career, Robinson has held roles at Various Insurance Carriers For W & R Insurance Agencies, Waddell & Reed, Inc, Beaverton School District, Lshill, Inc, Financial Advocates Investment Management, 1Up, Inc and Lpl Financial, LLC. Robinson has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Oregon. Financial Advocates Investment Management is a business that has its headquarters in Portland, Oregon. The company has offices in 80 locations and a total of 172 advisors. It has $4 billion in total assets across its 19,410 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides services to 15 charitable organizations. Of its 19,410 customer accounts, 19% belong to high-net-worth investors who have greater than $1 million in assets. Financial Advocates Investment Management offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors typically depend on which services the firm provides the client. Fee types charged by Financial Advocates Investment Management most likely are comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

12 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

Disclosures

No

Office Location

9600 Sw Oak Street Suite 235
Portland, OR 97223

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Financial Advocates Investment Management Brokerage Details

Total Assets Under Management

$2,834,883,974

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

151

OR Average: 46
Total Number of Accounts

18,308

OR Average: 1,499
Average Account Size

$154,844

OR Average: $2,379,338

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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 12 years of experience.

2017 - Present (2 years)

Financial Advocates Investment Management

2017 - Present (2 years)

Lpl Financial, LLC

2016 - Present (3 years)

1Up, Inc

2009 - Present (10 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

Disclosures

Forbes Robinson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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